• New SECURE Act Significantly Impacts Retirement Accounts

    Posted:

    The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) was passed by Congress and signed into law by President Trump on December 20, 2019. The SECURE Act takes effect on January 1, 2020, and will have far reaching impact for...

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  • Tax Loss Harvesting - Making the Best Out of a Bad Situation

    Posted:

    Every investor will incur losses now and then. Tax loss harvesting is a strategy for maximizing the tax benefits associated with capital losses. Capital losses must be recognized before December 31st in order to lower this year’s tax bill.

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  • Do you Need a Paycheck Checkup?

    Posted:

    It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.

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  • Making Gifts to Minors

    Posted:

    Gifts to minors can do a world of good or unintended harm. If structured properly, gifts can be used to pay for educational expenses, provide a financial foundation for the future, or help cover special need expenses. By contrast, poorly structured gifts can...

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