How the SECURE Act could impact your retirement and your taxes

After languishing for several months in bureaucratic limbo, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019; it will go into effect on January 1, 2020. It includes changes to some rules for IRAs and other retirement accounts, increases ...
Read More

Personal deduction planning 

Paying taxes is part of the responsibility of living in the United States. But most people understandably don’t want to pay more than they have to. An important part of minimizing your federal income tax liability is to understand the rules and make the most of your tax planning opportunities. Per...
Read More

Choosing an income tax filing status

Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about you...
Read More