February 15, 2019
The dreaded cap on the deduction for state and local taxes (SALT) takes effect in the 2018 tax year and has some high earners fretting about the impact.
March 8, 2019
The IRS offers some relief to those who didn’t withhold enough in the 2018 tax year.
July 9, 2019
When it comes to charitable donations, "lumpy giving" may be a tax strategy that makes sense, given the increase in the standard deduction.
The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation.
The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.