I just spoke with some people who informed me of a scam they were hit with in late 2017. Are you sitting down? This will astonish you…. and make you MAD. Here’s the story. They live here and were in the process of purchasing some property in California. In that regard, they were working with…
CHARITIES FEARFUL OF NEW TAX LAW Our new tax law has many changes in it. It is, indeed, the largest piece of tax legislation since 1986 (and I know that some of you reading this weren’t even alive in 1986!). In any event, one of the provisions of this new tax law has many charities…
December 22, 2017 Dear reader, With the Tax Cuts and Jobs Act reportedly headed for the President’s desk shortly, many clients may be asking what they can do before year-end to best position themselves for tax savings, and to avoid or soften the impact of disappearing deductions. The following Client Letter offers year-end moves…
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