New 2020 Tax Reference Guide
We have updated our Tax Reference Guide for the 2020 tax year. Highlights of new tax limits include: New Elective Deferral limits to 401(k), 403(b) & 457 plans Below age 50 – $19,500 Age 50 and over – $26,000 New... Read More →
Qualified Charitable Distributions from IRAs
Jay H. Krall, Attorney at Law Making Qualified Charitable Distributions (“QCDs”) from IRAs is a great way to reduce your taxes while achieving your charitable giving goals. Unlike traditional gifts of cash or stock to charities, QCDs don’t create a... Read More →
New RMD Rules
The recently passed SECURE Act has implications for owners of retirement accounts. The two changes included in the act that would most affect our clients are changes in the age at which required minimum distributions (RMDs) must begin, and how... Read More →
Cell Phones & Location Tracking
Taking Control of Your Information Smartphones are a convenience to our everyday lives, but they can also serve as a sophisticated tracking device that allows companies to obtain information about our specific location. This information sharing through location tracking may... Read More →
Annual Tax Reference Guides
View our Tax Reference Guides for previous tax years along with our updated guide for the 2021 tax year. Contact our office with any questions you may have. 2021 tax year 2020 tax year 2019 tax year 2018 tax year