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Are you looking for objective tax advice that serves your best interests? We have experience and resources that can help create a total coordinated picture.

Buying a Second Home

Special Considerations for Second Homes

A rustic cabin. a seaside cottage. Has it been a lifelong dream of yours to own a second home? Buying a vacation home can be an alluring prospect. Before you decide to purchase one, though, you...

January 29, 2019
2018 tax planning

A Big Gifting Opportunity in New Tax Code

Although the the recent Tax Cuts and Jobs Act bill of 2017 certainly offers its fair share of complexity, it also presents a tremendous opportunity that many high-net-worth households don’t fully...

December 28, 2018
charitable bunching

Charitable Bunching

If a taxpayer is making charitable donations, and that potential deduction, along with their state and property taxes and their mortgage interest do not exceed their Standard Deduction, then they...

December 19, 2018
tax benefits of home ownership

The Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in...

November 9, 2018
Wealth Accumulation

Changes to the Estate Tax Laws

This is a brief summary of the significant changes to estate tax laws and 529 Plans this year, provided by Kenneth E. Devore & Associates....

January 3, 2018

How to Select a Finance Firm

How many services does the advisor and firm provide? How are they handling your investment portfolio—by strategically placing you into outside funds or by being a “hands on” manager? Beyond...

May 4, 2017

The Divorce Is Final: Now What?

Here are some of the most common post-divorce tasks that should be on your to-do list: You will want to prepare a new will, health care directive, power of attorney and trust documents that...

April 24, 2017

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