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Charitable Giving under the Tax Cuts and Jobs Act

Posted by Samantha Sachs, CPA on December 11, 2018
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Topics: Giving Back, Tax News

3rd Quarter Market Review

Posted by Samantha Sachs, CPA on October 09, 2018
The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report
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Topics: Investment News, Tax News

Overview of Key Provisions of the New Tax Law for 2013

Posted by Jim Kantowski, CFP®, CPA on February 13, 2013
Although Congress averted many of the consequences of a possible tumble over the fiscal cliff with last-minute action, we would like you to be aware of the impact of the bill that was passed — known as the American Taxpayer Relief Act of 2012 — signed into law Jan. 2. ...
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Topics: Tax News