• 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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