Lumpy Itemized Deductions: Let the Strategy Games Begin

Nick Jensen, CPA              Associate Advisor Now that the Tax Cuts and Jobs Act has been signed into law new strategies are emerging that individual taxpayers should consider.  Under the new law the standard deduction is increased for individual taxpayers through the year 2025.  The new law also includes limitations or elimination of some itemized deductions. [...]

By | 2018-01-25T11:44:42+00:00 January 25th, 2018|Uncategorized|

When to Take Social Security – Your Options and What To Consider.

When it comes to Social Security Benefits, it can be tempting to take the money and run as soon as you're eligible—typically at age 62. But simply because you can; does it mean that you should? Alexander K. Ognenovski II, JD* Associate Advisor Key Considerations: Health status, lifetime longevity, and retirement lifestyle are 3 variables [...]

By | 2018-01-19T22:06:25+00:00 January 18th, 2018|Uncategorized|

To Pre-pay or Not To Pre-Pay

Questions linger in regards to Year-End Tax planning post passage of GOP Tax Bill... With the passage of the GOP Tax Bill, many questions are lingering about the impact to taxpayers heading into the New Year. The clock is ticking to make sure taxpayers take advantage of any opportunities to maximize deductions on their 2017 [...]

By | 2018-01-25T11:58:10+00:00 January 2nd, 2018|Uncategorized|

Happy #GivingTuesday!

Your Guide to Charitable Giving this Holiday Season Sara Rolls, Associate Advisor What is #GivingTuesday? According to #GivingTuesday is celebrated on the Tuesday following Thanksgiving (in the U.S.) and the widely recognized shopping events Black Friday and Cyber Monday. #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. [...]

By | 2017-11-28T17:13:43+00:00 November 28th, 2017|Uncategorized|