Protective Refund Claims for Taxes Paid Under the Affordable Care Act (ACA)
April 15th is not just Tax Day. It is also the deadline to file a protective refund claim for timely-filed 2017 tax returns. Currently there is litigation pending in the Supreme Court challenging the constitutionality of the tax provisions...
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Strategies for Claiming Social Security Benefits
When to claim social security is a very personal choice, so itās important to consider not only your monthly retirement benefit, but also your overall financial picture. There is no āone size fits allā solution to claiming Social Security...
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Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes
Domicile is a lesser-known concept that goes beyond where you own property or where you spend most of your time and it is essentially intent-based. Domicile is a person's fixed, principle, and permanent home or the place they intend...
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Growth Versus ValueāA Balancing Act, Not an All or Nothing Approach
Over the last decade, there hasn't been much to complain about when it comes to equity performance. Even after the sharp decline seen in financial markets earlier this year, equity indices have rebounded with strength and now sit at...
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Our 2020 Year-End Planning Checklist for Uncertain Times
One adjective that describes this year is āuncertainā. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
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