Category: Taxes

They don’t need a description. But there are way to minimize them legally in almost every situation.

2018 – Move or Stay Put?

Retirement and aging brings many questions to the table. One of the biggest concerns is whether keeping the family home with all the maintenance and upkeep will be the best place for our golden years and whether our healthcare providers will be readily accessible when...

Tax Vote Coming to a Head

Where will it fall out for you?  This a brief summary of many proposed House tax provisions that could likely affect most of our clients.  12% of our clients worry about the impact of government on their lives.  Revision of the tax code is a perfect example! If you...

Year End Tax Planning and Potential Trump Tax Reform

As I was sitting down to write a blog post about year-end tax planning, specifically about realizing capital gains and tax-loss harvesting, Michael Kitce’s blog post arrived in my inbox. A friend of NAPFA, Michael has a much more eloquent style of writing about...

Fear Not Filing the Extension

For some reason we see people afraid of filing an extension with the IRS to file their tax return.  For some reason, people think they are sending in the return late or that it raises a red flag with the IRS, which is not the case.  Although estimated taxes...