Municipal Bonds: An Investment with Tax Breaks!
Everybody likes getting something for free, and taxes are no different. Investing in securities like municipal bonds (munis) or municipal [...]
August 2019
How to Maximize Deductions for Assisted Living
If you have a loved one residing in assisted living, there are plenty of tax deductions available, but you need [...]
The Marriage Penalty is Alive and Well
Whether you're changing your filing status in 2019 because of marriage, divorce or another event (or it's staying the same), [...]
August 2019 Client Update Newsletter
Summer is starting to wind down and the kids will soon be headed back to school. Now is a great [...]
A Smarter College Housing Option
Are you or someone you know paying for college housing? Buying property, instead of renting, has some hidden advantages that [...]
July 2019
Avoid the Pitfalls of Selling Property to Family
Selling or transferring property to family is a common practice, but these transactions can have some unfavorable consequences if not [...]
IRS ALERT: Two New Tax Scams
In a recent release, the IRS is raising awareness regarding a couple new tax scams targeting taxpayers. Here is what [...]
Retirement Basics: Understanding Tax Efficiency
Managing your taxable income during retirement can be complicated. Social Security retirement benefits, retirement plan distributions and supplemental income can [...]
Don’t Fall for These 5 Audit Myths
Separating truth from fiction about IRS audits is an important exercise for everyone. Here are 5 audit myths that, if [...]
July 2019 Client Update Newsletter
Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. [...]