Tax Planning

2021 is almost in the books, as they say. The holidays are upon us, and we wish you tidings of comfort and joy. As the year winds toward the close, there are several year-end financial considerations that may be beneficial.READ MORE

Congress is considering two major pieces of legislation, The American Jobs Plan and the American Families Plan. The Jobs Plan proposes $2.3 trillion funding of infrastructure, to be funded by increasing the corporate income tax. The Families Plan is largerREAD MORE

“Giving Tuesday” was founded in 2012 by New York City’s 92nd Street YMCA in partnership with the United Nations. The focus was on encouraging charitable giving and was held on the first Tuesday after the Thanksgiving holiday.  The concept quicklyREAD MORE

As COVID-19 carved its destructive path through the economy in 2020, Congress provided stimulus and relief provisions in the CARES Act. As the crisis continued, it was widely acknowledged that a second round of stimulus would be needed, and soon.READ MORE

IRAs are a great way to put money away for the future. The benefits of a traditional IRA include a tax deduction for contributing (if you qualify for one). With a Roth IRA, you cannot take a deduction for contributions,READ MORE

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