Tax planning to take maximum advantage of the reforms promised in the Tax Cuts and Jobs Act has been difficult because guidance on how to interpret many provisions of the legislation has not yet been issued by the IRS. Congress has yet to follow up with technical corrections to glitches in the legislation. Adding to...
Your health is important, so you don’t delay that mid-year trip to the doctor for a check-up. Well your financial health is just as important! And June is the perfect time for you and your family to have a mid-year financial check-up. Not sure how to review your goals and update your financial plan? Here’s...
Go Solar This Summer for Tax Savings! Most tax breaks for energy efficient home improvements were abolished by tax reform, but going forward homeowners can still take a credit for solar electric and solar water heating improvements. You must act soon, because although the Federal Solar Tax Credit does not expire at the end of...
Got A Side Gig? Get Educated on the Dos and Don’ts! Are YOU one of the 30% of today’s adults (of all ages) looking to pick up a little bit of extra cash with a side gig? Thanks to tax reform this may be the best time for taxpayers looking to supplement their income to...
Make this Independence Day about more than just fireworks and barbeque, take time this holiday to make a plan for your personal independence and financial freedom. Personal financial freedom means different things to different people. Maybe your goal is to be free from work altogether or semi-retire, break free from debt, sell your business or...


