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Limit tax exposure and establish plans to get the most from your income and assets.

Tax Planning

Top 10 Year-End 2020 Tax Planning Ideas for Businesses and Business Owners

Year-end tax planning for 2020 takes place against the backdrop of legislative changes that occurred in late 2017 from The Tax Cuts and Jobs Act (TCJA) and a number of tax provisions for small businesses under the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act").

September 2020
Tax Planning

Top 10 Year-End Planning Ideas 2020 for Individuals

Year-end tax planning for 2020 brings upon new challenges as we consider flexibility in being able to change the tax planning course if there is a change in administration with the coming election.

September 2020
Election

2020 Presidential Election: Where Do the Presidential Candidates Stand on Taxes?

Tax policy is almost always an important topic in presidential elections, and 2020 is no exception.

September 2020
Tax Planning

Legislative Update: The CARES Act of 2020

The CARES Act is the most substantial federal legislation to pass in response to the coronavirus pandemic. It contains several notable changes that impact individual financial plans, which are outlined here.

April 2020
Planning for Retirement

Legislative Update: The SECURE Act and Elimination of the Stretch IRA

Just when we thought that we were going to finish out the year 2019 without any major tax law changes, some significant retirement savings reform legislation was signed by the President on December 20, 2019.

January 2020
Tax Planning

Making Florida Your Domicile

Sunshine, beaches, attractive housing options—it is no wonder that Florida is one of the most popular places to live in the U.S.

July 2018
Tax Planning

Home Acquisition Interest and Home Equity Interest Changes

The Tax Cuts and Jobs Act (TCJA)’s influence on home acquisition and equity interest is significant for high-net-worth individuals who will consider buying, building, or improving their residence after 2017.

May 2018
Tax Planning

Planning for the New Qualified Business Income (Pass-Through) Deduction

The new qualified business income deduction provision in the Tax Cuts and Jobs Act (TCJA) gives a 20% deduction for qualified business income.

May 2018
Tax Planning

Where Have All the Deductions Gone?

You don’t need to remember Pete Seeger’s iconic folk song about flowers and war to realize many former income tax deductions are now pushing daisies in the graveyard created by the Tax Cuts and Jobs Act (TCJA) of 2017.

May 2018
Tax Planning

The Implications for Estate Planning

Under the recently enacted Tax Cuts and Jobs Act (TCJA), many people will find that they’re not subject to federal estate taxes, because their estates are worth less than the new exemption equivalent amount.

May 2018
Tax Planning

Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)

Looking to trim your tax bill? Contributing the maximum amount to your 401(k) can help lessen your taxable income.

April 2018