ALERT! Donations to nonprofits that generate AZ tax credits no longer fully deductible after Monday

Taxpayers with high incomes, complex returns

[vc_row][vc_column][vc_column_text responsive_align=”left”] Check withholding soon to avoid a year-end tax surprise From The IRS Newswire, Issue IR-2018-165 WASHINGTON — The Internal Revenue Service today urged high-income taxpayers and those with...
How to plan for the next recession

How to plan for the next recession

Winter is coming, do you have a financial plan? Mitchell Barr, Client Associate Note: There are spoilers from the popular HBO series Game of Thrones in this article. With all the wisdom of Ned Stark, I will say it: Winter is coming! By “winter,” I’m referring to the...

2017 Tax Planning Opportunities

[vc_row][vc_column][vc_column_text responsive_align=”left”] 2017 Year-End Tax Planning Opportunities Tax Reform Uncertainty Norm Miller, Senior Wealth Counselor The end of the year is fast approaching and it will be filled with holiday celebrations with...
Costco and the annuity problem

Costco and the annuity problem

Spend less money with commitment devices Mitchell Barr, Client Associate I have a love/hate relationship with Costco. On the one hand, I love it because I can buy 500 garbage bags at a discounted price and not have to worry about garbage bags for two years. If...