Revocable Trusts and Planning Your Estate

Revocable Trusts and Estate Planning

Revocable Trusts (also known as “living trusts” are highly recommended by many estate planning practitioners. Prior to creating your trust, steps need to be taken to identify, transfer appropriate assets to the trust. Attached is a pdf for you to use as a guide for determining the establishment of a revocable trust, the funding of […]

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Understanding the Affordable Care Act for Tax Strategies in 2015

Affordable Care Act Tax Strategies

Are Your Tax Strategies Consistent with the Mandates of the Affordable Care Act? The Affordable Care Act has serious and complicated individuals tax mandates as well as employer mandates. Read the article below to get further information on the Affordable Care Act and how you should implement your 2015 tax strategies.   BY GEORGE G. […]

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Taxation policies in 2014

2014 Tax Developments As A Guide to 2015 Tax Strategy

Your Guide to 2015 Tax Strategy Planning out your 2015 tax strategy is essential to your financial health. We have found this article below to be a great summary and analysis of taxation policy in 2014. 02/01/2015 BY GEORGE G. JONES AND MARK A. LUSCOMBE Although 2015 is now well underway, memories of those tax […]

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 It All Adds Up Individual tax planning  
We're about people Your personal tax return is as important to us as our business clients. See How it All Adds Up >>

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