Latest Articles

Obamacare in the Upcoming Tax Cuts and Jobs Act
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We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More

Your Deductions in 2018 Under the Tax Cuts and Jobs Act
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We will have to wait and see what tax law we have after Congress reconciles the bills and the final version is signed into law by the President.

Senate Tries to Hurt Capital Gains Management
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We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More

529 Expansion to Include Elementary and Secondary Education?
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With this proposed expansion, 529 accounts may become the most cost-efficient way to fund all education expenses.

No Roth Recharacterizations After 2017?
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It is an inconvenience during the holiday season to say the least, but Roth conversions are worth the effort.

#TBT Three Reasons To Engage In Gift Giving
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This 2015 article is one of my favorites. The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.

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