2018 Year-End Tax Planning Opportunities

2018 Year-End Tax Planning Opportunities

Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
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...
Notable Tax Changes Under the Tax Cuts and Jobs Act of 2017

Notable Tax Changes Under the Tax Cuts and Jobs Act of 2017

[vc_row][vc_column][vc_column_text][/vc_column_text][vc_column_text responsive_align=”left”]A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference...

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...