Tax Planning
Articles and resources related to Tax Planning.
An Update from the Tax Team: Is Mortgage Interest Still Deductible?
April 16, 2019
Under the new Tax Cuts and Jobs Act of 2017, some key factors that will help determine the deductibility of interest paid on a mortgage loan.
Utilizing Your Health Savings Account as a Retirement Planning Strategy
July 18, 2018
A Health Savings Account is unique in that it is the only type of investment account that provides for both tax-deductible contributions and tax-free distributions (for qualified medical expenses).
Charitable Giving Strategies in Light of the Tax Cuts and Jobs Act of 2017
April 17, 2018
The Tax Cuts and Jobs Act of 2017 has become a catalyst for taxpayers to revisit their charitable giving strategies. Learn why.