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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 […]

Posted By Tonneson
In Individual Tax
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January 7, 2019Posted By 36creative

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 […]

December 3, 2018Posted By Tonneson Staff

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 […]

January 5, 2018Posted By Tonneson

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 […]

December 21, 2017Posted By Tonneson

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 […]

December 14, 2017Posted By Tonneson

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 […]

December 11, 2017Posted By Tonneson

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. […]

December 7, 2017Posted By Tonneson

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 […]

November 29, 2017Posted By Tonneson

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, […]

October 5, 2017Posted By Tonneson

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 […]

October 3, 2017Posted By Tonneson

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,” […]

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