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Author: Brian King

5 Considerations for a Successful Wealth Transfer

You’ve worked your whole life to build and maintain your wealth, so thinking about passing it on can seem daunting. How much should you tell your children about your finances? And how can you distribute your wealth in a way that supports your heirs, as well as your community? Read more…

End-of-Year Tax Planning Tips

As the year draws to a close, so does the opportunity to take advantage of certain tax and financial planning strategies. While this is not an exhaustive list by any means, below are several considerations to keep in mind and discuss with your advisor or CPA. Read more…

20% Qualified Business Income: Summary of Proposed Regulations

As we pass the 3rd Quarter estimated tax deadline for 2018, we shift ahead in thinking about year-end planning and projections.  One of the biggest tax planning opportunities arising from the Tax Cuts and Jobs Act is the new 20% Qualified Business Income (QBI) Deduction for business owners of sole Read more…

How Tax Reform Impacts Business Owners

While the Tax Cuts and Jobs Act impacted both individuals and businesses, changes to the business tax scheme were comparatively more comprehensive and permanent. As a business owner, the magnitude of the changes may seem overwhelming. Instead of getting caught up in the details of every Read more…

Year-End Tax Tips, in Light of Tax Reform

  The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be, so you can make decisions with an eye on tax efficiencies. This year, the back-and-forth on tax reform has narrowed the window of opportunity a bit. Read more…

529 Plan Overview: Funding Education

Of all the options available for funding your children’s education, 529 plans are by far the most popular and—in many cases—best option. Read more…

Tax Reform Status Update

Tax reform seems to be the topic du jour of everything from dinner conversations to media headlines. But the frequency with which it changes, not to mention the current length of the bills (more than 400 and 500 pages for the House and Senate versions, respectively), makes it difficult to sift Read more…

The Equifax Security Breach: What You Should Know

The recent Equifax security breach has been on the forefront of many minds this week. The 143 million Americans—about half the U.S. population—affected may have had their social security numbers, birth dates, addresses, drivers’ license numbers, some credit card numbers and other personal Read more…

Will Comprehensive Tax Reform Finally become a Reality?

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages.  So, Read more…

Warning: IRS Scammers Are at It Again

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