With new limits to tax deductions under tax reform, investors may consider lumping charitable gifts into one year to achieve a tax deduction.
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.
A captive insurance program can help a business manage risk by establishing its own insurance company to address certain known risks.
Open enrollment provides an opportunity to talk about health-care cost planning with investors as they consider Medicare options.
Many small business owners may not realize that Internal Revenue Service offers a tax credit for the costs of establishing workplace retirement plans.
As the federal budget deficit rises, it is likely that investors will see taxes move higher in the future.
Families with college-bound students focus more intently on the future when their child enters the last two years of high school.
Even for students just settling in to high school, it is not too early to start planning for college.
A 529 college savings plan is flexible and the account owner can make changes to investments and beneficiaries over time.