Navigating the Medical Expense Deduction
January 27, 2017
Are you able to deduct medical expenses on your tax return? For many people,...
Estate Planning for Relocating In or Out of a Community Property State
January 10, 2017
When a married couple lives in a community property state, the money earned and...
Maximize Education Savings Before the 2016 Year-end
December 22, 2016
There are many ways to save for a child’s or grandchild’s education. But one...
2016 Charitable Donations — How To Make Them and How They Help
December 16, 2016
During the holiday season your thoughts likely turn to helping those in need by...
Annual Exclusion Gifts Before the End of 2016
December 15, 2016
A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during...