divorce settlement

Divorce Settlements: Which Assets You Should Consider

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Divorce, Tax Planning For Individuals, Personal Finance Leave a Comment

“How did we get to this point?”  “What happened to us?”  “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to stay married or to divorce …

Investment Advisory

Coordinated Wealth Management: Why It’s Crucial to Financial Success

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

Learn more about our coordinated wealth management services.Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with multiple advisors. With this approach, there …

taxes

How Does the Tax Reform Impact my 2017 Taxes?

Michael W. Cohen, CPA, CGMA Tax Reform, Tax Planning For Individuals, Tax Planning For Businesses, News Leave a Comment

Tax laws change, but it’s rare that there’s a sweeping overhaul. The end of 2017 saw some of the most radical changes to the tax code in years, which left …

wealth management

Making Sense of the New 20 Percent Tax Deduction for Business Owners

Glass Jacobson Wealth Advisors Tax Reform, Tax Planning For Businesses, Tax Planning For Individuals, News 2 Comments

Under the new tax law, the Tax Cuts and Jobs Act, the most significant new tax deduction taking effect in 2018 impacting most of our business owners will be the …

end of year tax strategies

Year End Tax Strategies in Light of 2017 Tax Reform [Video]

Steven G. Albert, CPA, MST Tax Reform, News, Tax Planning For Individuals, Tax Planning For Businesses 2 Comments

 In this video Steven G. Albert, CPA, MST covers a few year end tax strategies in light of the year end tax reform. If you need an update on what was …

2017 tax law

It’s Official: The Proposed Tax Bill is Now Tax Law

Glass Jacobson Wealth Advisors Tax Reform, Tax Planning For Individuals, Tax Planning For Businesses, News 2 Comments

Well, they did it!  Congress has approved and the president has signed the largest tax bill in over 30 years.  It impacts virtually every individual and business, lowering the income …