How Bunching Might Save You Bunches

Charitable Giving, Taxes

How Bunching Might Save You Bunches

by on July 10, 2018

When is the best time to start your income tax planning for 2018? Oh, about 5 months ago! Okay, you get the point! Most of us don’t really enjoy tax planning and certainly not the dreaded completion of the tax forms by April 15 each year. Take heart, there is...
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How Bunching Might Save You Bunches

by on July 10, 2018

When is the best time to start your income tax planning for 2018? Oh, about 5 months ago! Okay, you get the point! Most of us don’t really enjoy tax planning and certainly not the dreaded completion of the tax forms by April 15 each year. Take heart, there is...
Continue Reading »


How Bunching Might Save You Bunches
How Reducing Your SC Tax Bill May Benefit Special Needs Students

Taxes

How Reducing Your SC Tax Bill May Benefit Special Needs Students

by on June 13, 2018

By now, you are probably aware that Congress approved a massive Federal income tax reform on December 22, 2017. For individuals, some of these changes have been well documented, including the increased standard deduction amount, the reduced income tax rates, and the increased child tax credit. However, others have garnered less...
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How Reducing Your SC Tax Bill May Benefit Special Needs Students

by on June 13, 2018

By now, you are probably aware that Congress approved a massive Federal income tax reform on December 22, 2017. For individuals, some of these changes have been well documented, including the increased standard deduction amount, the reduced income tax rates, and the increased child tax credit. However, others have garnered less...
Continue Reading »


How Reducing Your SC Tax Bill May Benefit Special Needs Students
Principal Preservation Myth Exposed!

Behavioral Finance, Diversification

Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
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Principal Preservation Myth Exposed!

by on April 16, 2018

A widow in her late 60s came to me last year to talk about tax planning. She really liked our financial planning services, especially the tax planning piece. She had quite a few individual stocks and wanted to be sure she was tax-smart as she moved toward a more diversified...
Continue Reading »


Principal Preservation Myth Exposed!
Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

Charitable Giving, Taxes

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
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Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
Continue Reading »


Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs
Market Downturn Surprise

Behavioral Finance, Investments

Market Downturn Surprise

by on Feb. 9, 2018

Surprised at the recent “correction” in the stock market—really?  Within the space of two trading days, the S&P 500 Index declined 6.13%!  I jokingly tell folks who have seen my news segments on WYFF4 that when they see me on TV, that probably means that something bad is happening.  Rarely...
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Market Downturn Surprise

by on Feb. 9, 2018

Surprised at the recent “correction” in the stock market—really?  Within the space of two trading days, the S&P 500 Index declined 6.13%!  I jokingly tell folks who have seen my news segments on WYFF4 that when they see me on TV, that probably means that something bad is happening.  Rarely...
Continue Reading »


Market Downturn Surprise
Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

IRA, Taxes

Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

by on Feb. 2, 2018

We are about to see the new earnings reports for some of the largest public companies in the market. Because of the new corporate income tax laws signed into law in December, companies are scurrying to account for the changes making last year’s faith and optimism become reality. It promises...
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Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

by on Feb. 2, 2018

We are about to see the new earnings reports for some of the largest public companies in the market. Because of the new corporate income tax laws signed into law in December, companies are scurrying to account for the changes making last year’s faith and optimism become reality. It promises...
Continue Reading »


Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings
Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

Taxes

Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

by on Jan. 18, 2018

In case you missed it, the President just signed new income tax laws. In fact, he signed a whale of an overhaul. Love him or hate him, he delivered on income tax. The most recent income tax overhaul is the largest tax reform and tax cut since my old hero...
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Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

by on Jan. 18, 2018

In case you missed it, the President just signed new income tax laws. In fact, he signed a whale of an overhaul. Love him or hate him, he delivered on income tax. The most recent income tax overhaul is the largest tax reform and tax cut since my old hero...
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Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?
Two Useful Views of Tax Reform to Clarify Your Thinking

Taxes

Two Useful Views of Tax Reform to Clarify Your Thinking

by on Dec. 6, 2017

  “My tax bill may go from $100 to $3,000!” he said over the phone, in a rather concerned tone. As I listened to this single retiree, I was contemplating how to respond. It is unsettling to learn the tax reform measures in Congress may lead to an increase in taxes paid...
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Two Useful Views of Tax Reform to Clarify Your Thinking

by on Dec. 6, 2017

  “My tax bill may go from $100 to $3,000!” he said over the phone, in a rather concerned tone. As I listened to this single retiree, I was contemplating how to respond. It is unsettling to learn the tax reform measures in Congress may lead to an increase in taxes paid...
Continue Reading »


Two Useful Views of Tax Reform to Clarify Your Thinking
Why Your Holiday List Should Include This Tax Strategy

Taxes

Why Your Holiday List Should Include This Tax Strategy

by on Nov. 8, 2017

      It’s that time of year again. No, not pre-Black Friday shopping lists, Thanksgiving meal to-dos, Christmas decorations in Wal-Mart, or college football season (ok…maybe college football season). It’s annual last-minute income tax planning time. If you are like most Americans, you despise paying taxes and loathe even...
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Why Your Holiday List Should Include This Tax Strategy

by on Nov. 8, 2017

      It’s that time of year again. No, not pre-Black Friday shopping lists, Thanksgiving meal to-dos, Christmas decorations in Wal-Mart, or college football season (ok…maybe college football season). It’s annual last-minute income tax planning time. If you are like most Americans, you despise paying taxes and loathe even...
Continue Reading »


Why Your Holiday List Should Include This Tax Strategy
The Death of Form 1040

Taxes

The Death of Form 1040

by on Nov. 2, 2017

  You and I are busy making predictions and judgments about the future.  Around this time of year, I am frequently engaged in predicting who will win certain college football games. Many of my friends and I enjoy watching ESPN’s Lee Corso pick the top game of the week by donning the...
Continue Reading »

The Death of Form 1040

by on Nov. 2, 2017

  You and I are busy making predictions and judgments about the future.  Around this time of year, I am frequently engaged in predicting who will win certain college football games. Many of my friends and I enjoy watching ESPN’s Lee Corso pick the top game of the week by donning the...
Continue Reading »


The Death of Form 1040