7 Steps to Help You Plan for Retirement

The end of the year is a perfect time to give back to others and your community. Whether you're an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor.

Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees.

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances.

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.

The Internal Revenue Service estimates that taxpayers and businesses spend 8.1 billion hours a year complying with tax-filing requirements.

With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement . Given the balance of the U.S.

ABOUT TRUST AND ESTATE SERVICES IN LAS VEGAS When creating a financial plan for the future it is very important in my opinion to also plan for the unexpected.

Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment of employees and the addition of Target Date funds to re

With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017 (TCJA), focusing your attention on deductions you can use versus those that were eliminated will

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives.

‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors.

This is the first tax filing season since the Tax Cuts and Jobs Act (The Act) was passed. Even though 2018 is over, there are tax planning strategies you should think about before you file and plan accordingly for 2019.

For families who previously used itemized deductions for charitable giving when filing their taxes, The Tax Cuts and Jobs Act (TCJA) will remove this benefit , resulting in default to the standard deduction for their 2018 filing.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.