SECURE Act Can Have Big Impact on your Estate Plan & Trusts

By Anne Zavaglia
Posted 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 […]

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Tax Documents Calendar

By Mark Fissel
Posted 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 […]

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Charitable Giving for Retirees

By Anne Zavaglia
Posted 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 […]

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Estate Planning: Consider the Tax Basis of Gifted or Inherited Property

By Mark Fissel
Posted 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 […]

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Leverage Your 401(k) to Build Roth Earnings

By Anne Zavaglia
Posted 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 […]

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Federal Income Tax: How Did We Get Here?

By Mark Fissel
Posted 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 […]

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Have You Checked Your Tax Withholding Lately?

By Mark Fissel
Posted 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 […]

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Charitable Giving After Tax Reform

By Mark Fissel
Posted 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 […]

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Managing Your Money in a Gig Economy

By Mark Fissel
Posted 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 […]

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Time for a Mid-Year Investment Check

By Mark Fissel
Posted 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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