Resources

What Should You Keep?

Fewer taxpayers are itemizing in the wake of federal tax reforms.You may be one of them, and you may be…

Wise Money Moves Young Women Can Make

As a young woman, you have an opportunity to make some major financial strides.You truly have time on your side…

Retirement Questions That Have Nothing to Do With Money

Retirement planning is not entirely financial.Your degree of happiness in your “second act” may depend on some factors you cannot…

High Income Earners Video

Understand the significant changes affecting personal tax rates and deductions as well as changes to mortgage interest deductibility, the Alternative Minimum Tax (AMT) and the child tax credit.

Business Owners Video

Learn bout the new tax deductions for owners of pass-through entities, the major modification made to corporate tax rates and the change to the timing of capital expenditures.

Estate Planning Video

Be aware of how your gifting strategy may need to be reviewed due to the doubling of the estate tax exemption and changes made to charitable deductions as well as how saving for education has expanded.

Corporate America Video

Learn how the changes in the new tax law may affect the economy, the fixed income market and corporate America and where opportunities may be found.