Dec 2, 2021 | Financial Planning, Questions & Answers, Taxes
It’s that time of year again and we know what’s on your mind. No, not exercising off the extra five pounds from this year’s Thanksgiving feast. It’s time for year-end planning to set yourself up for success in 2022. As you have heard us say countless times before, so...
Nov 4, 2021 | Financial Planning, Taxes
How to invest tax efficiently in the higher tax environment with the looming tax changes The debate about tax policy and infrastructure spending continues to heat up in Washington. President Biden is close to getting his spending bill passed in Congress and as a...
Oct 7, 2021 | Financial Planning, Questions & Answers, Taxes
Investment real estate is a wonderful way to build wealth over time. This is a strategy that has been successful for many of our clients over the years. There are many benefits to owning real estate investment properties. These include the ability to create a passive...
Sep 24, 2021 | Financial Planning, Questions & Answers, Taxes
Last week the House Ways and Mean Committee released a bill detailing some changes to the tax code. We have been watching these events very closely and wanted to bring you an update. While the law is not in its final form, we wanted to make you aware of some of the...
May 20, 2021 | Financial Planning, Questions & Answers, Taxes
It’s no secret there are changes coming to the tax code. President Biden’s tax plans are still in development, but even if we see nothing out of Washington, most of the lower tax rates set under the Tax Cuts and Job Act of 2017 are set to expire at the end of...
Apr 13, 2021 | Questions & Answers, Taxes
As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: If you have any questions about this topic or any other related...
