Tax Update 12/8/2018

Take a look at your investment portfolio.  You have lots of tax-saving opportunities in the coming months as the year’s end approaches. But don’t let the tax impact alone dictate your moves. Your decisions should make economic sense, too.  Consider getting rid of poor performers. Capital losses you incur can offset capital gains plus up to …

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Options for taxpayers who owe taxes

If you owe taxes but can’t pay in full, there options for you. Most importantly, make sure you file your tax return and pay as much as you can. Then let the us help you choose your best option to pay. Here are some options to consider, even if you can’t pay the full amount right now: