Tax

Important Estate Planning Considerations To Prepare For 2021

A calculator with the 2021 on the display

Here are a few important things to consider that can make your life easier when it comes to your estate and tax planning in 2021.

Continue Reading

A Guide to Retirement Accounts and COVID-19 Relief in 2020

Closeup of the Coronavirus Aid, Relief, and Economic Security Act documents laying on a desk with eye glasses

How the CARES Act and other new legislative provision can affect yours Retirement Accounts and potentially lower your tax bill in 2020.

Continue Reading

Make Moves Now to Lower Taxes

A pencil tip pointing to the text of a tax document.

Many tax breaks are only available to people with an adjusted gross income under a certain amount. Let’s say you could qualify for some of these valuable tax deductions and credits — but your income is a little too high. The first step in this process is to make a projection of your income for […]

Continue Reading