Tax Planning Beyond April 15th: Strategies for Year-Round Tax Efficiency

By |2024-04-16T13:03:30-05:00April 16th, 2024|The Blog @JGUA|

Tax season might only come around once a year, but saving on taxes is a year-round endeavor. By considering tax saving strategies throughout the year, you can minimize your tax burden and keep more of your hard-earned money in your pocket. Stay Organized: Good recordkeeping is the foundation of effective tax planning. Keep track [...]

Navigating Your Retirement: Common Pre- and Post-Retirement Pitfalls

By |2023-10-17T13:05:33-05:00September 26th, 2023|Retirement, The Blog @JGUA|

Retirement is a very significant milestone that requires careful planning to ensure you are comfortable in your golden years. Whether retirement is coming up in the next few years or you have already retired, avoiding common mistakes can save you a lot of headache and sleepless nights. In this article, we are going to [...]

Making Sense of Itemized Deductions Under The New Tax Law

By |2019-01-10T11:44:28-05:00May 14th, 2018|The Blog @JGUA|

MAKING SENSE OF ITEMIZED DEDUCTIONS UNDER THE NEW TAX LAW Lynda Tull, Associate Advisor If you’re a homeowner and you’re above the standard deduction, chances are you or your tax preparer have itemized your deductions. These deductions include, but are not limited to: Home mortgage interest payments City/state/school property taxes Personal property taxes State income [...]

Not So Happy Tax Day?

By |2019-01-10T11:44:36-05:00April 17th, 2018|The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor Sometimes life gets the better of us and filing taxes can slip through the cracks. There can be numerous reasons for this to happen—from general procrastination to life-altering catastrophes. Regardless of your reason, anyone may request an automatic 6-month extension. This is an extension of time to file your tax [...]

Tax Cuts and Jobs Act of 2017

By |2019-01-10T11:45:44-05:00January 31st, 2018|The Blog @JGUA|

What has ACTUALLY changed? Andrew Baron, CFP® Associate Advisor The Tax Cuts and Jobs Act of 2017 (TCJA) was the first major shakeup in the United States tax code since The Tax Reform Act of 1986 under President Reagan. While there are significant changes to how corporations and other businesses are taxed, there are also [...]

GOP Tax Bill Passes

By |2019-01-10T11:47:28-05:00December 20th, 2017|The Blog @JGUA|

 Its official…The GOP’s $1.5 trillion tax plan cleared the Senate early this morning. (...with a lump of coal provision in the end.) The bill passed the House earlier Tuesday, but due to a procedural snafu the chamber will vote again today before noon. The re-vote isn’t expected to change the outcome. The Tax Cuts and Jobs Act, [...]

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