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3 Lost Tax Deductions That Might Surprise You

The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.

How 5 U.S. Presidents Continue To Influence Your Retirement Readiness Today

Following our first President’s death in 1799, George Washington’s February 22nd birthday became a perennial day of remembrance for Americans. However, it would take another 172 years before the holiday became popularly known as Presidents’ Day. In 1971, it was moved to the third Monday in …

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …

Understanding the 199A Deduction After The New IRS Final Regulations

Despite being in the midst of a government shutdown, the Internal Revenue Service (IRS) was just able to release a 247 page document describing and cementing final rules around section 199A. For those of you who are unfamiliar with 199A, the section provides for a new deduction
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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