This blogpost was originally published in September of 2016. Relevant information has been updated for 2017. Thanksgiving has come and gone, and the “relatively” quiet period before Christmas is a perfect time to do some last-minute year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of […]
Tax Reform Is Coming. What Do We Know So Far?
The GOP tax reform effort has crossed the first hurdle – passing the House. Now the Senate is working on their version before the final bill can be reconciled and voted on. There are a number of stark differences, but drawing from the similarities between the two versions, it’s not hard to “predict” what the […]
Contemplating a Move to Canada? Assess These Critical Financial Planning Considerations
Many of us joked about moving to Canada if Mr. Trump won the presidential election, which he did this week. Subsequently, the Canadian immigration website was overwhelmed with traffic and crashed shortly after the election result was announced. Whether there will be an exodus of Americans remains to be seen, and those seriously thinking about […]
Where Do the Presidential Candidates Stand on Tax Policies?
The presidential election is less than three weeks away, one of the items that has been discussed by the two leading candidates in relative details is their tax policies. We have summarized the key points pertinent to the personal income tax realm in the following table.
8 Useful Year-End Planning Ideas
Now that summer has (un)officially ended, we are entering a relatively quiet period before the busy holiday season takes over much of our time, it is a great time to do some year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of the year, you should […]
