Tax Insights – February 2020

Tax Insights – February 2020

 Extenders Bill  In December, the president signed the Further Consolidated Appropriations Act, 2020, which contains the SECURE Act and extenders. These acts affect you in many ways.  First, the SECURE Act provides for several changes related to retirement plans....
2020 Client Letter

2020 Client Letter

Dear Clients, I hope that 2019 was a fantastic year for each of you. We have been in the new office for a year now and we love our new location. We have had lots of wonderful things happen this year. We have also had some sadness. As many of you know we lost Marty...
Tax Insights – December 2019

Tax Insights – December 2019

Year-End Tax Planning As the year ends, you may be wondering what you can do to lower your taxes on your 2019 return. If you have cash on hand, there are several things that you can do to help your tax position in the new year and beyond. Charitable giving. If you...
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