Category: Taxes

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

Tax Planning 2019 and Beyond

There is not much you can do about lowering your 2018 tax liability just a few days before the April 15th filing deadline, but, since taxes are on everyone’s mind, it seems like a good opportunity to think about moves you can make to affect the outcome of your 2019...

How to Pay Zero Tax on Dividends and Capital Gains

Fortunately under the new tax code the thresholds remain to qualify for zero tax on qualified dividends and capital gains.  Taxpayers who are in the old 10% and 15% tax brackets are the beneficiaries of this little wrinkle of the tax code and the good news is that it...

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...