Financial Planning Services

Social Security Retirement Benefits for Married Couples
 

Social Security Retirement Benefits for Married Couples

Posted: March 14, 2019
When should we begin collecting Social Security benefits? With diligent planning and prudent advice from a CPA — their trusted adviser — married individuals may position themselves to make an informed decision.

Two Ways the 199A Deduction Has Changed Retirement Planning
 

Two Ways the 199A Deduction Has Changed Retirement Planning

Posted: February 21, 2019
The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income.



Tax Changes Affecting Family Law
 

Tax Changes Affecting Family Law

Posted: January 28, 2019
The Tax Cuts and Jobs Act (TCJA) made far-reaching changes including those that are relevant to divorce. Here are some highlights of the TCJA’s tax modifications that affect family law.

Creating a Family Office Helps Keep Focus on the Business
 

Creating a Family Office Helps Keep Focus on the Business

Posted: December 6, 2018
A family with significant wealth and investments in various real estate and other assets often needs to create a “family office.” Asset management, accounting services and managing family affairs become the primary responsibilities of the family office.

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