Articles

Could This Year’s Tax Refund Be Bigger Than Last Year’s?

Could This Year’s Tax Refund Be Bigger Than Last Year’s?

Could This Year’s Tax Refund Be Bigger Than Last Year’s? If you’ve heard anything about the 2019 tax season, it’s probably that refund amounts are way down. That storyline has made a lot of news. And opponents of the Tax Cut and Jobs Act (TCJA) have definitely used it as “proof” that the changes were…

Could These Tax Deductions Save You Big?

Could These Tax Deductions Save You Big? It’s tax time. Of course, you know that already, unless you’ve been hiding under a rock for the last several weeks. Tax time means refund time, right? Not for everyone, but in most cases, yes. But so far this year, refunds are down and many taxpayers have been…

Top Ways to Cut Taxes in Retirement

Top Ways to Cut Taxes in Retirement

Top Ways to Cut Taxes in Retirement When you think of retirement you tend to think of pleasant things. Perhaps you dream about living out your days on a sunny beach or sailing around the world in your luxurious yacht. Maybe you plan to travel the world or maybe you just want to relax and…

Asking for Help Is Not a Sign of Weak Leadership

Asking for Help Is Not a Sign of Weak Leadership

Can leaders be strong and humble at the same time? Is it possible for a leader to command respect if he or she has to ask for help? For many years, asking for help was considered a sign of weakness. Leaders were expected to know everything and be capable of doing anything. If a leader…

Latest Trends in East and West Coast Family Offices

Latest Trends in East and West Coast Family Offices

Latest Trends in East and West Coast Family Offices Key Takeaways from this Video • Luxury Investments such as cars and gems can be positioned in such a way that family offices are not required to pay sales tax upon purchasing the item. (2:01) • A lot of the wealth creation in for family offices…

Asking for Help Is Not a Sign of Weak Leadership

What to Do About Those Missing W2’s

What to Do About Those Missing W2’s If you still haven’t started your taxes this year, then what are you waiting for? There are numerous reasons to file your taxes early, including: Getting your refund sooner If you owe money, having more time to pay it off before the deadline Preventing scammers from stealing your…

Answers to the Most Common Tax Return Questions for 2019

Answers to the Most Common Tax Return Questions for 2019

Answers to the Most Common Tax Return Questions for 2019 It’s that time of year when thousands of taxpayers have all kinds of questions. In fact, this year there could be even more questions than normal, thanks to the Tax Cut and Jobs Act. So what do you if you have a lot of questions?…

Why Your Income Taxes Could Rise in 2020

Why Your Income Taxes Could Rise in 2020

Why Your Income Taxes Could Rise in 2020 Can you believe you might be paying more in taxes in 2020? How is that possible? The Tax Cut and Jobs Act (TCJA) was supposed to reduce nearly everyone’s taxes, right? It’s true that the TCJA did cut federal income taxes for most taxpayers. However, that doesn’t…