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Efficient Tax Planning

Why Is My 2022 RMD Smaller Than Expected When the Stock Market Is Up?

The stock market closed out 2021 near record highs, but retirees and some beneficiaries of inherited IRA accounts may notice […]

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Understanding the Advance Child Tax Credit: Should You Say No to Free Money?

The child tax credit doubled in value back in 2018 with the Tax Cuts and Jobs Act, and now in […]

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PFS Webinar: Tax-Efficient Charitable Giving

PFS advisers Rob Copeland and Renee Sewall presented the following webinar on May 25, 2021. They discussed how to conduct […]

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Third Time’s the Charm: How the New Stimulus Plan May Impact You and Your Taxes

Another blog about a stimulus plan?  Yes.  While it may seem like a Congressional production of Groundhog Day to those […]

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Stimulus Round 2: Key Provisions that Could Impact Your Taxes in 2020 and Beyond

As you know, Congress passed a Consolidated Appropriations Act in late December, which included a second round of provisions for […]

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Preparing Your 2020 Taxes: Special Tax Issues that May Apply to You in the Year of COVID

How can we put a positive spin on the year 2020?  Perhaps we can characterize it as… unique?  Unforgettable?  However […]

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