Client Center

Efficient Tax Planning

The Basics of a Roth IRA

This article on the Money Geek website provides an overview of the features of Roth IRAs as well as the rules […]

Read More
SECURE Act 2.0: What Does It Mean for You?

Most of you have likely seen the news about the $1.7 trillion omnibus spending package passed by Congress just before […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
 


<<123>>

Contact Us

If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.

(703) 385-0870
EMAIL US

  • This field is for validation purposes and should be left unchanged.

Submit