Tax Planning

Say Good-Bye To These 9 Tax Deductions in 2018

By Sunwook Jin, CFP®, CRPC®, CMFC® The new tax reform bill is now law, and taxpayers can expect a lot of

By Billy Hope, MBA By Sunwook Jin, CFP®, CRPC®, CMFC® When you leave, you will typically be given information on

What will the near-term impact be? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final

Information for those giving, receiving and organizing. Have you donated money to a crowdfunding campaign this year? You probably have.

Slight increases have been made due to mild inflation. You will able to put a little more into your workplace

What should you keep in mind as you donate? Are you making charitable donations this holiday season? If so, you

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away,

As Director of Retirement Plan Services, this is a question I hear frequently. A Simplified Employee Pension plan (SEP) is

Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless