Nov 30, 2021 | Firm Updates, Individual Tax, Tax Tips
2021 brought a multitude of changes affecting individual taxpayers and with additional legislation being debated in Congress, it looks like 2022 will be no different. As the proposed legislation is still evolving, we will focus on the existing laws to assist your...
Nov 16, 2021 | Firm Updates, Individual Tax, Retirement Planning
Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more pleasant. But while you’re thinking about how many square feet you’ll need in a retirement home, don’t forget...
Mar 5, 2019 | Firm Updates, Individual Tax, Tax Tips
It’s not just businesses that can deduct vehicle-related expenses. Individuals also can deduct them in certain circumstances. However, the Tax Cuts and Jobs Act (TCJA) might reduce your deduction compared to what you claimed on your 2017 return. For 2017, miles driven...
Nov 14, 2018 | Firm Updates, Individual Tax, Tax Tips
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips: Avoid surprise capital gains Unlike with stocks, you cannot avoid capital gains on mutual...
Sep 25, 2018 | Firm Updates, Individual Tax, Retirement Planning
For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in...