Charitable Giving, Tax Issues
A Tax Reduction Strategy For People Who Give Back
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable
Tax Issues
State and Local Tax Reform
The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local in
Tax Issues
Do your property taxes exceed $10,000 per year?
The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for