Tax Planning

Tax Planning Basics

by John Augustin on Oct 4, 2021

Tax Planning

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes

529 Plans

by John Augustin on Sep 27, 2021

Tax Planning, College

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible

A Summary of 2018 Tax Changes

by John Augustin on May 14, 2018

Tax Planning

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes

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