Wealth Management

Tax Reporting Reminders

Tax Reporting Reminders

An important part of many clients’ tax files are 1099s, which are annual tax forms that reflect bond interest, stock dividends, other income and the sale of securities that may include capital gains and losses. Separately, Form 1099-R includes tax information for retirement accounts and reflect distributions, transfers and rollovers.

2019 Annual Limits for Tax and Wealth Planning

2019 Annual Limits for Tax and Wealth Planning

The Internal Revenue Service recently announced the annual inflation adjustments for a number of tax provisions for 2019. These went into effect January 1, 2019 and are not intended to be used for 2018 tax returns. We fully recognize that most of our clients are currently preparing their 2018 taxes and we encourage you to revisit some of the major changes associated with the 2017 Tax Cuts and Jobs Act that will impact 2018 tax planning.

A Bump in Social Security Income in 2019

A Bump in Social Security Income in 2019

Next year, individuals will see an increase in their Social Security benefits.

Gift of Caring: Insights and Communication for Proactive Planning for Families

Gift of Caring: Insights and Communication for Proactive Planning for Families

Additional resources for seniors’ and their families following our Gift of Caring event.

The Hardest Thing to Understand, According to Einstein

The Hardest Thing to Understand, According to Einstein

According to Einstein, what’s the hardest thing to understand in the world? Josh Frankel, CFP, helps find relativity between taxpayers and wealth planning, particularly charitable-giving strategies.

Highlights of the 2017 Tax Cuts and Jobs Act

Highlights of the 2017 Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act enacted on December 22, may significantly change tax planning for many of our clients. As in past years, we are providing you with a link to the College of Financial Planning’s® Guide to Annual Limits, which is a reference for 2018 for a variety of tax and other wealth planning figures.