Now That The Dust Has Settled…Smart Tax Moves In 2018

By Eve Kaplan, Certified Financial Planner® Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states...

Taxes: Be Smart Amid Uncertain Times

By Eve Kaplan, CFP® The tax guessing game continues because some proposed 2013 tax changes may – or may not –go into effect .  Congress may keep us guessing until the end of this year but it’s clear overall taxes must and will increase. Uncertainty is the enemy...