Donor Advised Fund
[Originally posted December 2018] This is another in a series of short blog posts about tax planning changes related to the 2017 Tax Act (now… Read More »Donor Advised Fund
itemized deductions
2017 Tax Bill Changes
[Originally posted June 2018] This will be the first in a series of short articles about the effects of the 2017 Tax Act on individuals.… Read More »2017 Tax Bill Changes
State and Local Tax Deductions Explained
[Originally posted June 2018] State and local tax deduction explained One of the most talked about changes included in the 2017 Tax Act was a… Read More »State and Local Tax Deductions Explained
Thinking of Paying Off Your Mortgage?
[Originally posted December 2016] So you’ve been living in your home for a few years now and you’ve noticed that your mortgage balance is getting… Read More »Thinking of Paying Off Your Mortgage?