Your Most Trusted and Valued Financial Advisors


Don’t forget your midyear tax-planning

Published on June 13th, 2018

Can you believe 2018 is already half over? If you haven’t thought about your 2018 tax situation yet, it’s time to do so. At this point, you should have a good idea what your income and deductions will be. With all the big tax law changes that take effect this year, you need to start […]

Make sure your tax withholding is right for you

Published on May 10th, 2018

If you receive a sizable refund of your 2017 taxes, it may be time for you to check your withholding. Reducing your withholding is as simple as filing a new Form W-4 with your employer. The form comes with a worksheet to figure out how many allowances you should claim. Don’t forget to allow for […]

If you donated money to charity, you’ll need these records

Published on March 21st, 2018

If you plan on deducting charitable contributions on your 2017 tax return, you’ll need to have certain records. Gifts by check or credit/debit card must have written documentation showing the name of the organization you gave to, the contribution amount, and the date it was made.  If the contribution is more than $250, you’ll also need […]

Changes to the kiddie tax

Published on March 6th, 2018

The Tax Cuts and Jobs Act has changed the way unearned income is taxed for your children. In the past, interest, dividends, and other unearned income used to be taxed in phases. The first $1,050 was tax-free, the next $1,050 was taxed at the child’s rate and any additional was taxed at the parent’s tax […]

Do you have a household employee? Don’t ignore the nanny tax

Published on January 29th, 2018

As you review your filing requirements make sure you don’t overlook the nanny tax related to household employees. If you have a housekeeper or any other household employee, you could be liable to pay state and federal payroll taxes. How to know if you must pay the nanny tax? First, you’ll need to determine whether […]

Follow us on Facebook Follow us on LinkedIn Follow us on Twitter

Privacy Consent

Edit your consent settings or view privacy policy.

Privacy policy | Close