Financial Planning Services
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.
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.
Posted: February 14, 2019
Of all the concerns impacting Americans’ retirement today, running out of money, maintaining their lifestyle and rising healthcare expenses continue to top the list.
Posted: February 12, 2019
New proposed legislation would level the playing field for all retirement plans, correcting a disparity that impacts mostly teachers and not-for-profit employees.
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.
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.