How do I net capital gains and losses for year end tax planning?

  • July 28, 2020

Written by Jennifer Cochran With the extended July 15th tax deadline past us, now is a great time to think about...

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...

college grads save for retirement

College Grads: Start Saving Early for Retirement

  • June 3, 2018

written by Mark Lamb It may seem difficult to think of saving for retirement while at the same time financially juggling...


Changing Our Minds on the Way We Save

  • June 6, 2017

written by Mark Lamb A Federal Reserve study cited in The Atlantic reported nearly half of Americans could not come up...

Common IRA Contribution and Distribution Mistakes and How-to Avoid Them

  • February 12, 2017

written by Olivia Tinkler Protecting the value of your individual retirement accounts (IRAs) and other retirement accounts is incredibly important. IRAs...

FAQ: What is the Roth IRA contribution limit for 2016?

  • April 28, 2016

Individuals may contribute up to $5,500 to a traditional and a Roth IRA for 2016. This is the same limit as...

Requirements For Withdrawals, Distributions and Rollovers Involving IRAs

  • February 15, 2015

The IRS has posted frequently asked questions on its website on withdrawals from individual retirement accounts (IRAs), simplified employee pension (SEP)...

How to Comply with the Affordable Care Act’s Individual Mandate

  • January 11, 2015

Beginning January 1, 2014, the Affordable Care Act (ACA) required individuals to carry minimum essential health coverage or make a shared...