2019 Year-End Tax Planning Letter

2019 Year-End Tax Planning Letter Dear Clients and Friends, Although it has been almost two years since we have seen any major tax changes, there are a few changes for 2019 (and some prior year changes we are still getting used to) that you may want to consider as you plan for the end of … Continued

Protecting Our Loved Ones as They Age

As our loved one’s age, they become more vulnerable to financial abuse and potential fraud.  One of the best ways to ensure their protection is to document their wishes in advance and have a plan in place that is known by both their family and their trusted advisors. We hope you find the checklist helpful … Continued

Protecting Our Loved Ones Checklist

We hope you find the checklist helpful as you plan and care for your loved ones. Protecting Our Loved Ones Checklist Documentation: Date of Birth Current address Medical Insurance information (provider, policy number, plan type) Medical (“Advance”) Directive Current will or trust documents Power of Attorney Location of all financial information Contact List (Names and … Continued

Annuity Option for Pension Plan Payouts

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Simplified Per-diem Increase for Business Travel

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

60-day Rollover Deadline

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Residence Interest Limits Separate for Unmarried Co-Owners

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Research Credit for Internal Use Software

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Last Minute Plan to Reduce Estate Taxes

In April, my mom was diagnosed with Stage 4 cancer and told she might not be alive to celebrate the Christmas Holidays. My sister took over the medical advocacy role and I became the financial point person.  It gave us a place to focus our attention in this time of grief. I want to share … Continued

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