Tax Planning

November 7, 2019

Making gifts to loved ones? Don’t forget tax planning

Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members […]
December 10, 2019

Year-end tax and financial to-do list for individuals

With the dawn of 2020 on the near horizon, savvy taxpayers need to check off a few boxes to help ensure a more optimal situation heading […]
January 17, 2020

Do you know your tax bracket?

The Tax Cuts and Jobs Act generally reduced individual tax rates through 2025, but some taxpayers have actually seen their taxes go up because of reductions […]
February 17, 2020

Determining an employee’s “home” for reimbursement purposes

Despite the prevalence of Web-based meetings, many of today’s businesses still have plenty of employees who travel. For companies that reimburse employees on a tax-free basis […]