Tax Reform: What You Need To Know

Tag: tax planning

December 22, 2017  |  

Tax Reform: What You Need To Know

Significant tax changes are likely to be signed into law before year-end. While brackets are lowered under the Tax Cuts & Jobs Act (TCJA), certain deductions have been eliminated. Speak to your CPA, or ask us to run tax projections to see how the new tax rules will impact you and your family.

June 19, 2017  |  

Over 70 and Charitably Inclined? Don’t Miss This No-Brainer Tax Break!

Key Takeaways A qualifying charitable distribution (QCD) allows you to donate up to $100,000 per year directly to a qualified charity from your IRA and exclude it from income. QCDs can enable you to give to charity and shield some or all of your Required Minimum Distribution (RMD) from taxes. QCDs require your contribution to go directly from […]

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