What We Write
Planning for year-end gifts with the gift tax annual exclusion
As we approach the holidays and the end of the year, many people may want to...
Tax and Financial To-Do List for Individuals for 2018 Year-End
With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you...
Check Deductibility Before Making Year-End Charitable Gifts
As the holidays approach and the year draws to a close, many taxpayers make charitable gifts —...
Does Prepaying Property Taxes Make Sense Anymore?
Prepaying property taxes related to the current year but due the following year has long been one...
Catch-up Retirement Plan Contributions Can be Advantageous Post-TCJA
Will you be age 50 or older on December 31? Are you still working? Are you already contributing to...
Make Your Charitable Gift a Work of Art
If you plan to itemize deductions in 2018, donating art to charity would be a smart move.
Mutual Funds: Handle With Care at Year End
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your...