Client Center

Efficient Tax Planning

Why Build Up a Roth Portfolio and How Best To Do It

In our last post, we discussed how the SECURE Act, which Congress passed in late December, changed a key rule on […]

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How the SECURE Act Impacts Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most significant legislation impacting retirement savings in nearly […]

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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.  Sales […]

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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 […]

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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 some level of charitable […]

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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 […]

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