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Independent fee-only, minority owned SEC Registered Investment Adviser

Insights - Taxes
New (and Old) Tax Breaks for Homeowners

New (and Old) Tax Breaks for Homeowners

By Anne Christopulos • 30 Apr, 2024
...tax breaks may not be as widespread as many people think. Also, there are additional tax breaks, especially for energy-related home improvements...
Keep Your Homeowners Insurance Up to Date

Keep Your Homeowners Insurance Up to Date

By Ayaz Mahmud • 30 Apr, 2024
Nearly all insurance companies require that your policy be issued for at least 80% of the replacement cost of your home.
Estate Taxation: An Ever-Changing Landscape

Estate Taxation: An Ever-Changing Landscape

By Anne Christopulos • 17 Oct, 2023
Most states do not even have an estate tax, and those that do have thresholds ranging from $1million to $11million.
How Investments are Taxed

How Investments are Taxed

By Anne Christopulos • 13 Oct, 2022
Ordinary or qualified investment income - let's look at how it is taxed and how the investments can affect your federal tax liability.
Charitable Giving in 2021 and Beyond

Charitable Giving in 2021 and Beyond

By Anne Christopulos • 17 Dec, 2021
"Giving Tuesday" was November 30th this year, but you have until December 31st to make charitable contributions that qualify for a 2021 tax deduction.
Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans

Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans

By Anne Christopulos • 16 Mar, 2021
UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts allow the transfer of financial assets to a minor without establishing a trust. 529 plans are education savings plans with tax and financial aid benefits that are sponsored by individual states and the District of Columbia.
The Biden Agenda - What Can We Expect?

The Biden Agenda – What Can We Expect?

By Anne Christopulos • 02 Feb, 2021
Here's a look at what we might see under the Biden administration, while keeping in mind that whoever wins in 2024 may have other plans and things could change again.
Charitable Giving in 2020 and Beyond

Charitable Giving in 2020 and Beyond

By Anne Christopulos • 07 Dec, 2020
Philanthropy, whether on a small scale or large, still plays a part in many of our lives, regardless of any tax break for which we may qualify. And tax benefits still exist, especially in 2020.
It’s Time to Get Started on Your 2020 Taxes

It’s Time to Get Started on Your 2020 Taxes

By Anne Christopulos • 13 Oct, 2020
Even though your 2020 tax return will not be due until April 15, 2021, if you wait until after the new year to start thinking about your taxes, it may be too late to take some actions that could reduce your tax bill. This is the time of year to do some serious tax planning.

Watch Out for “Tax Torpedoes”

By Anne Christopulos • 31 Jul, 2020
Learn about tax triggers in the tax laws that can activate once you reach a certain income level--also known as "Tax Torpedoes".
Tax Laws May Provide a Silver Lining during Market Downturns

Tax Laws May Provide a Silver Lining during Market Downturns

By Anne Christopulos • 04 May, 2020
When the stock market falls, it can present tax-saving opportunities. Here are a few ideas that may provide a silver lining. As always, consult with your tax advisor to determine if any of these suggestions would benefit you.
Opportunity Zones Offer Investors the Chance to Do Well and to Do Good

Opportunity Zones Offer Investors the Chance to Do Well and to Do Good

By Anne Christopulos • 08 Nov, 2019
A provision from the 2017 Tax Cuts and Jobs Act could offer a generous tax break to investors who reinvest their capital gains into “Opportunity Zones”.
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