19 Jul
July 19, 2018

As the old saying goes, “there are only two things certain in life – death and taxes.” Because everyone has to face these realities sooner or later, taking time to implement certain tax planning strategies and create or review your estate plan, can save you money and provide peace of mind, both now and in the future.

First, let’s talk taxes.

While we all have to pay our dues to Uncle Sam each year, there are several planning strategies that can help

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04 Jun
June 04, 2018

If you are a business owner who receives “pass-through” income, the Tax Cuts and Jobs Act included a major provision that you need to be aware of and start planning for. The largest take away from the new legislation might be the reduction of the corporate tax rate from 35% to 21%. However, this does not help you if your business is set up as a Sole Proprietor, S-Corp, Partnership, or certain LLCs. So, in an effort to ensure some

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07 May
May 07, 2018

With the new tax reform, now is a good time to re-evaluate your current and future tax strategies. With the ultimate goal of increasing after-tax return, the focus here will be less on items like standard deductions, personal exemptions or child tax credits and more on investment tax tools

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