Taxes & Rules
Year-End Charitable Giving Strategies
As we approach year-end, many clients are thinking about charitable giving—both to support the causes they care about and to…
Taxes & Rules
Deadlines, contribution limits, and regulatory changes that affect client accounts.
7 posts in Taxes & Rules
Taxes & Rules
Important Roth IRA Conversion Information
Congress made several changes to IRA rules in 2020 and is considering more in the near future. Legislators are looking…
Taxes & Rules
Update from White Oak
The IRS has announced that the federal income tax filing due date for individuals for the 2020 tax year will…
Taxes & Rules
IRS Deadline Changes
Yesterday, the Treasury Department & IRS extended the federal tax filing deadline for individuals to May 17, 2021. Here is…
Taxes & Rules
The Midway Mark and Portfolio Reviews
It may be hard to believe, but the "dog days" of summer are upon us, and we are just a…
Taxes & Rules
Changing Tax Deadlines
While the market continues its unsettled and very unsettling behavior, other developments from Federal and State governments are springing into…
Taxes & Rules
Changes to Retirement Savings Rules
You may have already heard that year-end legislation to fund the government included changes to retirement savings law. The following…
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