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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Opportunity Zone Update: New IRS Language Clarifies Lingering Issues

By Clint Edgington
Posted on May 2nd, 2019

The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]

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April 15 Tax Deadlines

By Anne Zavaglia
Posted on March 22nd, 2019

New for the 2018 tax year, forms 1040A and 1040EZ are no longer available. Individuals will use Form 1040 to file returns. If you are […]

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Opportunity Zone Fund Update

By Clint Edgington
Posted on March 5th, 2019

The landscape for Qualified Opportunity Zone funds continues to develop and show promise.  While favorable taxation should never trump underlying investment merits, this strikes us […]

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Tax Breaks for Child Care

By Mark Fissel
Posted on March 1st, 2019

More than 60% of children under age six in the United States have two parents in the workforce. 1 Many of these working parents must […]

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Due Date Approaches for 2018 Federal Income Tax Returns

By Mark Fissel
Posted on March 1st, 2019

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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Qualified Business Deduction for Real Estate

By Anne Zavaglia
Posted on February 4th, 2019

Business owners will be able to deduct 20 percent of their qualified business income on their 2018 federal income tax return. The 20% pass through […]

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Tax Scams to Watch Out For

By Mark Fissel
Posted on January 29th, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best […]

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