Our CEO, Eric Hehman, sat down with Tab Schadt, CEO of DoubleHorn, to discuss best practices in wealth management and our growth over the past 30 years. Listen and hear about Eric’s recently published book, Success and Succession, in which he outlines the complexities of leadership transition and strategies for its success.
As 2018 comes to a close, we want to make you are prepared and positioned for a wonderful year ahead. If you have not done so already, please post an electronic copy of your 2017 tax return to your secure investment portal. Tax planning is an integral part of our service offering, and we work […]
Everyone likes to save on taxes. Making the most of deductions is one avenue available to taxpayers to reduce their tax bill. All taxpayers have the option to either itemize deductions or take the standard deduction, which is currently $12,700 for a married couple under age 65. If a couple’s standard and itemized deductions are close to being the same amount each year, there is an opportunity to plan these expenses in a way that may reduce the overall tax bill.
The Solar Investment Tax Credit (ITC) allows you to deduct 30% of the cost of solar electric or solar water heating installations from your federal taxes. A 2015 legislative amendment extends the credit for both residential and commercial projects through the end of 2019, then gradually decreases to 26% in 2020 and 22% in 2021 […]
Each year the Internal Revenue Service and the Social Security Administration publish cost-of-living adjustments, retirement plan contribution limits, and other tax-related items. Here are a few notable updates: Retirement Savings Increased Limits In 2019, you can contribute up to $19,000 in your 401(k) and other employer plans and up to $6,000 in a Roth or […]