Reflections Blog

Strategies for Business Owners to Maximize your New 20% Pass-Through Deduction

Strategies for business owners to maximize their new 20% tax deduction

Read More

How Business Owners Can Qualify for the New 20% Tax Deduction

There’s a new 20% tax deduction and if you own a business or a partnership you need to be informed.

Read More

How Doctors Can Catch Up For Retirement

Bulk up your savings and catch up for retirement in a hurry.

Read More

3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

Read More

The Top 4 Regrets in Retirement

Retirement withdrawal strategies including filling lower brackets with partial Roth IRA conversions and minimizing RMDs

Read More

How to Contribute Far More Than $18,500 to Your 401(k)

Adding a cash balance plan to your 401(k) can allow you to make significantly larger retirement plan contributions and save on taxes

Read More

Stop Giving Your Cash to Charities (Use Appreciated Stock Instead)

Donate appreciated stock for a bigger giving impact and more tax savings

Read More

Supercharge your Roth IRA

Don’t let Roth IRA income limits prevent you from gaining tax-free growth

Read More

Four Simple New Year’s Resolutions That Will Stick

Straightforward financial resolutions to aim for in the new year

Read More

Tax Strategies for a Windfall Year

Lower your taxes after selling a business, receiving a major bonus, or receiving other windfall

Read More

Adoption Tax Credit – Understanding the Single-Largest Tax Credit Available To Families Today

Adopting a Child? The IRS may offer you up to a $13,570 tax credit.

Read More

Need A Last-Minute Deduction Before April 15th? A Health Savings Account (HSA) Is Here To Save The Day

Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.

Read More
Email Sign Up