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Blog Day: December 17, 2020

2020 numbers being lifted by a crane and construction workers

Don’t Forget to Make Year-end Gift & Estate Moves & Post Election Considerations

A year-end estate & gift tax self-check is prudent for everyone, even if you’re not currently exposed to the federal estate tax. People with taxable estates below the current unified
stethoscope on top of money

Tax Planning for Medical Expense Deductions

You may be able to deduct some of your medical expenses, including prescription drugs and dental expenses, on your federal tax return. However, less people are itemizing, and thresholds are
stacks of coins next to a tree in a sack

Why You Should Maximize your 401k Contributions

401(k) retirement contributions through your employer plan is a great way to reduce taxes and build up tax deferred or tax-free retirement assets. Are you contributing the maximum amount allowed