Get started on 2018 tax planning now!

May 7, 2018

With the April 17 individual income tax filing deadline behind you (or with your 2017 tax return on the back burner if you filed for an extension), you may be hoping to not think about taxes for the next Read more

Could the AMT boost your 2017 tax bill?

November 9, 2017

A fundamental tax planning strategy is to accelerate deductible expenses into the current year. This typically will defer (and in some cases permanently reduce) your taxes. But there are exceptions. Read more

Year-End Retirement Tax Planning, Part II

October 23, 2017

Our last article discussed year-end tax retirement tax planning for individuals participating in their employer’s 401(k) plans. This article will focus on individuals over age 59½ with large traditional Read more