Special Report! One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters elected Donald Trump to serve as the 45th President of the United States. Comprehensive tax reform was one of his …
Reduce Your 2015 Taxes and Plan for 2016
How to Reduce Your 2015 Income Taxes (even if it is already 2016) and Plan for 2016 Special Report! Tax season has arrived — again. That means that it’s now time to finish and file your tax returns for 2015. This year you have until April 18 to file your federal tax return. (That is not a typo. April 15 …
Year-End Tax Moves for 2015
One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. This special report covers the details of many year-end tax strategies for 2015. Remember—every situation is different and not all strategies will be appropriate for you. …
How to Protect Yourself
What is Identity Theft? Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date, bank account number, credit card number, etc.) and uses it to steal money or obtain services under your name. With every advance in technology, it seems there are those who will quickly find a way to put …