Tax Reform: Three Provisions That Could Affect Borrowers

  • May 20, 2019

Most of the changes enacted by the Tax Cuts and Jobs Act took effect in tax year 2018. So the current tax-filing season is...

Are you fiscally fit? Six tips for healthy finances in 2019

  • March 7, 2019

written by Melinda Thurman Whether it’s to exercise more, lose weight or eat better, the most common New Year’s resolutions center...

Practical moves for individuals navigating the tax law

  • October 30, 2018

written by Jay Logal  As tax season quickly approaches, taxpayers are searching for successful year-end tax strategies to set them up...

The impact of the Tax Cuts and Jobs Act on charitable giving

  • October 15, 2018

written by Ray Moncrieffe 1,571,056. That’s the number of tax-exempt organizations in the United States, according to the National Center for...

Planning for Charitable Contributions

  • February 4, 2014

With the increase in tax rates for capital gains to 20% for higher income taxpayers with adjusted gross incomes over $400,000...

How to Calculate the Kiddie Tax

  • January 6, 2014

A child with earned income above a certain dollar amount is generally required to file their own individual tax return. However,...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 9, 2013

Take advantage of the following estate planning techniques to reduce your estate and in some instances your income tax burden. Use...