Our Thoughts On Archive

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the

The Final Rule for Overtime Suspended by Federal Judge

On November 22, 2016, Federal Judge Amos L. Mazzant III of the Eastern District of Texas issued a nationwide preliminary injunction on the final rules

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive

The Sharing Economy: It's Mine But You Can Have Some

Have you ever caught an Uber or Lyft to a business meeting? Or, maybe you booked your last vacation through Airbnb? How about renting an outfit from Rent

Time to Pay Attention to Congressional Tax Proposals

For the past many years, there has been a steady stream of proposals regarding tax reform coming from Washington, D.C. Up until now, the proposals all