Category: Taxes

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

Changes to claiming itemized deductions

In an effort to help you understand the new tax law, we have been highlighting the key parts now in effect for the 2018 tax year. As we explained last week, the threshold to itemize has been raised as a result of the increase in the standard deduction to $12,000 for...

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...