Client Center

Efficient Tax Planning

Gift Tax 101: Should the Annual Exclusion Amount Limit Your Generosity?

Most Americans are (at least somewhat) familiar with income taxes, since they must file income tax returns each year. ┬áSales […]

Read More
Should I Use My HSA to Save for Current or Long-Term Medical Expenses?

Created by Congress through the Medicare Modernization Act in 2003, health savings accounts (HSAs) aim to assist those with high-deductible […]

Read More
How Best to Give Back: Tax-Efficient Ways to Donate to Charity

When we discuss with clients their financial goals, they often wish to include in their financial plan┬ásome level of charitable […]

Read More
Lower Withholdings Under the New Tax Law May Cause an Unexpected Bill in April

The Tax Cuts and Jobs Act (TCJA), signed into law in late 2017, significantly changed tax brackets, deductions, and other […]

Read More
What the New Tax Law Means for Individuals and What to Do about It

Last week, President Trump signed into law a tax overhaul bill that will significantly affect tax liabilities for corporations and […]

Read More
How the PATH Act May Impact Your 2016 Tax Planning

As April quickly approaches, many Americans have reluctantly turned their attention to filing their annual income taxes.  Hopefully, this task […]

Read More


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

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