Tax Planning Strategies Under the New Tax Law

The first sentence of our early November 2017 Astute Angle post read "It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts and Jobs Act before the end of the year."  As expected, a lot did happen to the initial Tax Cuts [...]

10 Tax Planning Strategies for the 2017 Tax Cuts and Jobs Act

It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts and Jobs Act before the end of the year.  The current bill is being marked up by the House Ways and Means Committee and the Senate is due to release its own [...]

Take Advantage of a Year-End Tax Opportunity with a Donor Advised Fund

This time of year is referred to as the ‘season of giving’.  Charities report that 31% of all charitable donations happen in December each year and that 12% of donations occur on the final three days of the year.  There is good reason to believe that those percentages will increase dramatically in 2016.  Proposed tax [...]