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Tax Planning Checklist

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Happy Holiday Greetings, As year-end approaches, I want to send a quick reminder about important tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to help reduce your 2017 tax burden.  December 31st marks the deadline for:   Gifts and Charitable Contributions:  Making tax-year […]

Tax Tidbits

It’s tax time again! Here are some recent public tax updates we thought might be helpful. On December 18, 2015, the President signed the Protecting Americans from Tax Hikes of 2015 (PATH) Act. The Act extends over 50 tax provisions that had expired earlier in the year, as well as creates new changes that were […]