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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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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