One of the most controversial aspects of the new tax law is the limitation on the deduction for state and local taxes. The limit was set at $10,000, and as a result, many affluent taxpayers… Read More
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations
If there is one date – one financial deadline – nearly everyone knows, it is April 15th. Through November of last year, the IRS had processed over 150 million returns for 2016, meaning that the… Read More
3 Charitable Options to Reduce Your Taxes
Updated January 2020 to reflect the SECURE Act changes Charitable decisions typically aren’t solely driven by a desire for a tax break. Most of us make philanthropic contributions because there are causes or institutions that… Read More
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids
In last week’s blog post, I covered the various options for holding assets meant to benefit your child. This week, we’ll take a look at the tax planning issues surrounding assets held for or by… Read More
March 2016 Newsletter
A Brief Market Update Markets dropped sharply at the beginning of the year, and that led to the predictable spate of alarmist stories in the financial press. Nevertheless, as we wrote at the time, it… Read More
March 2011 Newsletter
It has been a tumultuous few weeks around the globe, and our thoughts are with all those affected. Several clients have raised questions about what the economic impact of events might be, and the first… Read More
February 2010 Newsletter
Tax season and the first hints of spring tend to arrive in concert here in Atlanta, and this year is no exception. After what has seemed an unusually harsh winter, the mercury is forecast to… Read More