As expected, the change in the calendar to 2015 was accompanied with numerous changes to the income tax and estate tax laws. When creating and implementing a custom financial strategy, it is important to understand the impact of these changes and their relevance to your situation. More than 40 tax provisions are affected by inflation… Continue reading 2015 Changes to Income and Estate Tax Laws
Category: Tax Planning
The Tax Man Cometh: Key Planning Strategies to Focus On
With the awful winter we have been enduring on the east coast, many of our clients and followers have been taking advantage of the extra time inside to get a jump on taxes. While it is easy to simply start assembling your 1099’s and compiling your deductions, I want to ask you to take a… Continue reading The Tax Man Cometh: Key Planning Strategies to Focus On