Moves To Make Ahead Tax Changes

Year-end financial planning is crucial this year as changes to the tax code loom. Americans should use tax deductions that exist now, because many are slated to disappear on Dec. 31 under a rewritten tax code. Clients should be aware of these four possible changes in the tax bills that may directly impact your situation, and will likely to be finalized by…

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Tips for Charitable Giving This Holiday Season

Before we know it, the holiday season will be upon us along with certain year-end deadlines, including the December 31st deadline for making tax-deductible charitable contributions for tax-year 2017. As we prepare to enter what is traditionally the giving season, keep the following tips in mind when making charitable donations: Qualified charitable organizations are required to provide written confirmation for…

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