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Radio: Charlottesville 2018 Health Insurance
on December 15, 2017
with No Comments
“When Congress acts, whatever it is called it will do the exact opposite. So the Affordable Care Act will make plans not affordable.”
#TBT A Compromise to Achieve Universal Coverage
on December 14, 2017
with No Comments
“Once the incision is made, there is no turning back. And without a clear understanding of economics, our experimental treatment may kill Uncle Sam.” It’s too bad Congress didn’t take this 2009 article’s advice yet.
What Expenses Can My 529 Account Reimburse in 2017?
on December 14, 2017
with No Comments
While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.
Understanding H.R.1 Tax Cuts and Jobs Act
on December 12, 2017
with No Comments
It looks like something from this proposal will become law. Right now, the bill is in committee where the differences are being resolved.
Don’t Delay Roth Conversions
on December 12, 2017
with No Comments
Putting money in your Roth without delay is valuable.
Alternative Minimum Tax Changes in 2018
on December 11, 2017
with No Comments
One unsettled issue is the fate of Alternative Minimum Tax (AMT).
Obamacare in the Upcoming Tax Cuts and Jobs Act
on December 11, 2017
with No Comments
We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More
Your Deductions in 2018 Under the Tax Cuts and Jobs Act
on December 10, 2017
with No Comments
We will have to wait and see what tax law we have after Congress reconciles the bills and the final version is signed into law by the President.
Senate Tries to Hurt Capital Gains Management
on December 9, 2017
with No Comments
We’ve been waiting to see what our congressmen and women are going to decide for our 2018 tax law. As we’ve already entered the holiday season and can see the new year in sight, they are certainly cutting it close. … Read More
529 Expansion to Include Elementary and Secondary Education?
on December 8, 2017
with No Comments
With this proposed expansion, 529 accounts may become the most cost-efficient way to fund all education expenses.
No Roth Recharacterizations After 2017?
on December 7, 2017
with No Comments
It is an inconvenience during the holiday season to say the least, but Roth conversions are worth the effort.
SEC Advertises Investor.gov to Protect Against Fraud
on December 5, 2017
with No Comments
Don’t let someone else live the life you’re saving for, but also don’t rely on Investor.Gov to protect your money.
Employers Who Offer A Retirement Plan Have A Fiduciary Responsibility
on December 4, 2017
with No Comments
Every business owner or director of a non-profit should realize that if they don’t take their fiduciary responsibility seriously they are legally liable for their neglect and inaction.
Where is Your Priority: Tax Preparation or Tax Planning?
on December 1, 2017
with No Comments
At our firm, tax planning is our priority. We hope to maximize after-tax net worth over your lifetime, even if it is at the expense of this one year.
#TBT SEC Requires New ADV Part 2 Disclosure Form
on November 30, 2017
with No Comments
This 2011 post marks the birth of the SEC-required “plain English” descriptive brochure of disclosures. As David Marotta predicted, this new requirement was just another feel-good legislation aimed at making people feel safer without actually making them safer.