Posts Tagged: Tax Reform

Estate Taxes: Gone Today but Here Tomorrow?

The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >

5 Common Tax Myths Debunked

As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >

Understanding the New Qualified Business Income Deduction

The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >

Optimizing Your Mortgage Under the New Tax Law

The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth manager Sandi Bragar explains the changes in the tax law and why it still might be a good idea to mortgage your home. more >

Year-End Planning and Tax Reform

Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the current bills compare and what it means for your 2017 year-end tax planning. more >