By : Christopher Elliott
Jan 25, 2019
Wondering how the 2017 tax reform bill will affect you in 2019? Passed by Congress and signed into law by President Trump on December 22, 2017, the “Tax Cuts and Jobs Act of 2017 (TCJA)” may have major implications for your 2018 tax returns
By : Brandon Mink, CRPC®
Oct 17, 2018
Do I need a will? What is a trust? To answer these questions and more, one must have at least a basic level understanding of estate planning. According to Investopedia, “Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
By : Christopher Elliott
Aug 29, 2018
Are you dreaming of a mountain cabin or an oceanfront bungalow hideaway? Then you may want to consider that a vacation home can offer some tax savings. Whether you choose to use the home solely for enjoyment or combine business and pleasure by renting the property part-time, it is important to understand the tax laws
By : Brandon Mink, CRPC®
Aug 17, 2018
When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA.
By : Brandon Mink, CRPC®
Jul 25, 2018
In 2018, a married couple making more than $199,000 cannot contribute to a Roth IRA, but there is a solution, that same married couple can each make a regular (non-deductible) IRA contribution and immediately convert into a Roth IRA.