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tax strategies

Equal Shares for Heirs? Not Until You Take Taxes Into Account.

If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like...

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Avoid Tax on RMDs by Giving to Charity

Tax reform has affected nearly every American tax payer in one way or another, but are you making the most of opportunities available to you now? One of the...

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Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?

Sometimes luck works in your favor and other times, not so much. Both extremes were on display during October as investors witnessed a 10 percent pullback in...

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What You Need to Know About Tax Reform 2.0 and Your Wealth

Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and...

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Federal Tax Reform By The Numbers
Federal Tax Reform By The Numbers

The Tax Cuts and Jobs Act of 2017 made some significant changes to tax law as we knew it. Here's a by-the-numbers recap of some of the biggest adjustments. 

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tax strategies


Your Tax Planning Guide for 2018 and Beyond

Brian Vnak discusses recent tax law changes and why you should prepare for a different tax preparation and planning experience than you've grown accustomed to. 

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Rest in Pieces, AMT

I would love to have written “peace”, but there is nothing peaceful about the Alternative Minimum Tax (AMT).

One of the best gifts of the Tax Cuts and Jobs Act (TCJA)...

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How to Maximize Your Deductions Under New Tax Laws

If you are used to itemizing your tax deductions each spring, things may be changing for when you go to file your 2018 taxes. In fact, according to the nonpartisan Tax...

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On-Demand Webinar: Key Strategies for a Low-Tax Retirement

You spend your working years earning money that you hope will last you through your retirement. But what’s the best way to keep more of that money, and lower your taxes,...

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An Early Look at Tax Reform 2.0

After the swiftly-passed Tax Cuts and Jobs Act made its way through Congress in late 2017, there were still many questions left to be answered. This week, House...

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Equal Shares for Heirs? Not Until You Take Taxes Into Account.

If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like the right,...

Read Article
Avoid Tax on RMDs by Giving to Charity

Tax reform has affected nearly every American tax payer in one way or another, but are you making the most of opportunities available to you now? One of the biggest...

Read Article
Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?

Sometimes luck works in your favor and other times, not so much. Both extremes were on display during October as investors witnessed a 10 percent pullback in their...

Read Article
What You Need to Know About Tax Reform 2.0 and Your Wealth

Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and your...

Read Article
Federal Tax Reform By The Numbers

The Tax Cuts and Jobs Act of 2017 made some significant changes to tax law as we knew it. Here's a by-the-numbers recap of some of the biggest adjustments. 

To learn...

Read Article