Individual Income Taxes

8 09, 2019

What’s the difference between a CPA and a CFP?

By |2019-09-09T22:06:30+00:00September 8th, 2019|Accounting Tips, Individual Income Taxes|Comments Off on What’s the difference between a CPA and a CFP?

“How much do I need to save for retirement?” “Do I need to invest money in a 529 plan to save for college?” These are examples of the types of questions that we are often [...]

28 11, 2017

FAQ from Clients: What is the Death Tax

By |2017-11-28T00:52:52+00:00November 28th, 2017|Corporate Tax, Individual Income Taxes|Comments Off on FAQ from Clients: What is the Death Tax

Although it may sound ominous, the so-called “death tax” is not as unsettling as it might seem. The Tax Cuts and Jobs Act currently making its way through Congress includes a phase-out of the death [...]