Tax Law Changes for Real Estate Investors
Impact of Tax Law Changes on Real Estate Investments The Tax Cuts and Jobs Act of 2017 has tax professionals working overtime in order to...
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WEALTH iQ
Changes to Charitable Donation Tax Rules
Changes to Charitable Donation Tax Deductions, Exemptions, and Exclusions The Tax Cuts and Jobs Act of 2017 retained seven tax brackets,...
19 Questions to Ask a Financial Adviser Answered
A client recently forwarded us an article by Jason Zweig published in the Wall Street Journal titled “The 19 Questions to Ask Your...
Summary of Tax Cuts and Jobs Act
No doubt you’ve heard about the “Tax Cuts and Jobs Act,” the tax reform initiative that became law effective January 1st, 2018. While...
Understanding Donor-Advised Funds
A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is...
Strategies to Defer taxes
You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for...
Steps for Managing Parental Finances
The need to take over your parents' financial life, especially if it happens suddenly, can be extremely stressful. However, if you...
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