Tax Tip: Tax-Free Gifts

by | Sep 9, 2015 | Blog, Taxes

If you are in a position to give, making annual gifts can be an excellent strategy for reducing both your estate and income tax liability. Doing your gift-giving well before year-end is especially smart if you are giving income-producing property. You will then remove...

IRA Change Could Be Tax-Smart

by | Aug 19, 2015 | Blog, Taxes

Did you convert all or part of a retirement account to a Roth during 2014? And do you now wish you hadn’t? Here’s some good news: You have until October 15, 2015, to change your mind, even if you already filed your federal income tax return. The tax term...