Amy Phelan Quoted in Financial Advisor Magazine
Amy Phelan was quoted in a Financial Advisor Magazine article that discusses strategies for charitable giving after the Tax Cuts […]
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Our Latest Blog Article
Estate Planning for College-aged Children
If your son or daughter currently is home from college on winter break, now is a good time to sit […]
Year-End Tax Letter 2018
We are pleased to provide you with a 2018 Year-End Tax Letter outlining important guidelines for compliance with federal and state […]
Webinar: Tax Cuts and Jobs Act
Join our tax experts for a discussion of what the Tax Cuts and Jobs Act means to you. This sweeping […]
Key Provisions of the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act has now been approved by Congress and is on its way to the White […]
Year-End Tax Letter 2017
We are pleased to provide our clients with a 2017 Year-End Tax Letter outlining important guidelines for the compliance with […]
Report on Tax Cuts and Jobs Act
On December 7th, the Joint Committee on Taxation released its comparison of the House and Senate versions of tax reform. […]
Tax Reform Bill Moves Forward
On December 6, the House and the Senate voted to go to committee, setting the stage for further tax reform […]
What you need to know about 1099s
It’s 1099 time! As a reminder, 1099 forms are due to the recipient and to the IRS by January 31, […]
Mastering the art of charitable giving
Charitable giving is a key part of estate planning for many people. If you’re among them and own valuable works […]
Trump’s Unified Framework: Proposed Tax Changes
Last week, the Trump administration and select members of Congress released a “Unified Framework for Fixing Our Broken Tax Code,” […]