2018 Tax Talking Points

by Andrew D. Schwartz, CPA Let’s start with the usual advice we dole out each year. Max out your 401k or 403b at work. The retirement savings accounts remain the best tax shelter available to working people Salary Deferral Limit increased to $18.5k for 2018...

May 2018 Planning Calendar

FOR INCOME TAXES: May is a good time to make charitable donation of clothing and household items gathered during your spring cleanup FOR SAVING & INVESTING: Before summer kicks in, take a look at your asset allocation of all your retirement and non-retirement...