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SECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
Learn MoreTax Documents Calendar
By Mark FisselPosted on January 28th, 2020
The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released […]
Learn MoreCharitable Giving for Retirees
By Anne ZavagliaPosted on December 3rd, 2019
Retirees age 70.5 and older must take required minimum distributions (RMDs) annually from their Traditional IRA accounts. The RMDs are counted as taxable income in […]
Learn MoreEstate Planning: Consider the Tax Basis of Gifted or Inherited Property
By Mark FisselPosted on December 2nd, 2019
Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of […]
Learn MoreLeverage Your 401(k) to Build Roth Earnings
By Anne ZavagliaPosted on September 3rd, 2019
Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]
Learn MoreFederal Income Tax: How Did We Get Here?
By Mark FisselPosted on August 29th, 2019
April 16, 2019 was an important day for many of us. But do you know why? It was Tax Freedom Day — the day when […]
Learn MoreHave You Checked Your Tax Withholding Lately?
By Mark FisselPosted on July 1st, 2019
If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax […]
Learn MoreCharitable Giving After Tax Reform
By Mark FisselPosted on May 30th, 2019
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how […]
Learn MoreManaging Your Money in a Gig Economy
By Mark FisselPosted on May 30th, 2019
According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the […]
Learn MoreTime for a Mid-Year Investment Check
By Mark FisselPosted on May 30th, 2019
Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. […]
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