Some Tax Saving Strategies from the Wall Street Journal

Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with various million- and billionaires publicly expressing their views (pro or against) about current tax laws. Of course, million- or billionaires aren’t the only ones with strong… Read More »

The Tax-Lady Cometh

It’s that time of year again; the time of year when everyone starts gathering receipts, assessing income and expenses, and making appointments with tax advisors.  Tax time can be a very stressful time for many families, but—with the help of this article from MSN Money—perhaps tax season can be made a little bit easier. The… Read More »

Prepare Now for an Uncertain Future

There’s a useful saying that goes something like this: “Expect the best, but prepare for the worst.”  Never has that saying been as useful as it is right now in regards to asset protection and estate planning.  As Laura Lallos mentions in her article in the Morningstar Advisor, “Estate attorneys are trained to prepare for… Read More »

How to Plan for the Future While Estate Tax Debate Continues in the Senate

With all the estate tax proposals currently floating around the Senate the future of the estate tax is anybody’s guess… but that doesn’t mean we’ll stop trying to figure it out. A recent article in the Wall Street Journal touches on some of the more recent (and more controversial) proposals floating around Washington. The proposal… Read More »

Tax Tips to Benefit YOUR Family

Tax day is here.  Are you ready to file? And just as important—are you taking advantage of all the savings and deductions available to you? Most people who do their own taxes are unaware of some of the lesser-known deductions which can help you save money come tax-time. We have a couple of articles we’d like… Read More »