Family Leave Tax Credit

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Posted on May 1st, 2018

A new federal tax credit for employers was created by the Tax Cuts and Jobs Act of 2017. Employers that offer employees up to 12 […]

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What are the gift and estate tax rules after tax reform?

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Posted on April 24th, 2018

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18 […]

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The College Landscape After Tax Reform

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Posted on April 24th, 2018

College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the […]

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Quiz: Can You Answer These Social Security Benefit Questions?

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Posted on April 24th, 2018

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? […]

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Dividend Investing: Small Payments Can Boost Returns

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Posted on April 24th, 2018

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) […]

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April 2018 Monthly Recap

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Posted on April 6th, 2018

Tax Filing Deadline The deadline to file and pay any taxes due is Tuesday, April 17, 2018. The filing tax deadline is later this year […]

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Tips for Creating a Budget and Paying Off Credit Card Debt

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Posted on April 3rd, 2018

Creating a Budget It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your […]

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Should You Consider a Wellness Program for Employees?

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Posted on April 3rd, 2018

Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may […]

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The Standard and Itemized Deductions After Tax Reform

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Posted on April 2nd, 2018

The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized deductions for […]

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Four Points to Consider With Retirement Income Goals

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Posted on March 30th, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four […]

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