Tax
This article was originally published on Forbes on February 12, 2018. There was a ton of excitement about the new tax law passed at the end of 2017, especially in…
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Variable annuities are one financial product we rarely see clients purchase on their own. The initial purchase is almost always done at the urging of a broker who earned a…
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One of the biggest questions we’ve received from clients recently is “What does Donald Trump’s tax plan mean for me?” With lower tax rates potentially on the way, many investors…
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As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from…
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One of the best financial investments you can make this fall is to spend a little bit of time and a little bit of money to meet with your accountant…
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Quarterly estimated tax payments or other large expenses can create cash flow challenges in situations where a client doesn’t have cash on hand because income distributions from their small business or employer are inconsistent. These…
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One of the most important, and most dreaded, steps in getting your financial house in order is establishing an estate plan and understanding estate planning basics. It’s common to want…
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This is one post in a series based on our “Tough Questions for Your Advisor.” Each post covers one of the important topics we discuss with our wealth management clients. Today’s topic is: How…
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You just returned from a busy day at the office, when you receive a threatening voicemail. Your caller ID says it’s the IRS, and someone filed a fake tax return…
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What Is Tax-Related Identity Theft? Tax-related identity theft occurs when someone uses your personal information such as your Social Security number to file early in the tax season in the…
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