Tax Issues

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.

Tax Reform - Plan Now or Pay Later

Tax reform was designed to boost the economy by lowering taxes for everyone. But you may not get to take advantage of it unless you do a little planning. Start today!

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Will You Be Ready for Taxes During Retirement?

Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!

Top 5 Mistakes Business Owners Make

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.

Summer Tax Planning

What if taking a little time today to do some tax planning was able to save you half of what you owe for the remaining five months of the year? Would it be worth it?

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Chance for Tax Reform Better Next Year

Don’t let Uncle Sam stick you with another 2016 tax bill. Here are 7 deductions that allow you to not only keep, but potentially grow your money.

The Estate Tax Storm

There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to take action and set up a lasting low or even no tax legacy.

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year.

Tax Savings Ideas

CPA Blake Briscoe is our special guest this week on our Life Planning 101 podcast. Blake discusses the changes in Fair Labor Exempt Wage threshold as well as some last minute tax savings ideas to watch out for. If you would like more information about Mr. Briscoe, you can check out his website: http://briscoecpa.com/

Presidential Candidates and Their Tax and Healthcare Plans

On this week's edition of Life Planning 101, we discuss a brief history of the Republican and Democratic parties and we compare the Trump and Clinton healthcare and tax plans.