Income Tax Planning

Winter 2016 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as “2015 Was a Tough Year for Returns - What is the Outlook for 2016,” "New Legislation Makes Many Tax Provisions Permanent," and "Wednesdays for Women - Divorce Workshop", as well as comparative benchmarks.

New Legislation Makes Many Tax Provisions Permanent

The Protecting Americans from Tax Hikes (PATH) Act of 2015  In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the...

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your...

5 Q & As about New Social Security Claiming Rules

When Congress unexpectedly eliminated two Social Security claiming strategies as part of the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income. Here are some questions and answers that could help if you are...

Fall 2015 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as “After the Weakest Quarter in Four Years, What’s Next for the Markets?” and “Should Investors Sell After a Correction?,” as well as comparative benchmarks.

Summer 2015 Newsletter

Click on Dollars and $ense to view our latest newsletter, which includes articles such as: SKWealth's new investment reporting system and electronic delivery system; Homeowners brace for cash crunch as HELCOs come due; Will the Greece crisis derail the markets; and a comparative rate of return summary to...