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12 Jan 2018 Charitable Giving Can Still Reduce Your Tax Bill

Posted at 10:18h in The Friday Brief by Sam Bass Jr.

Gone with the new tax law are most of the deductions we traditionally used to lower our tax bills. With only three primary survivors; charitable giving, primary residence mortgage interest, and state and local taxes, it is estimated that almost 90% of taxpayers will fall...

05 Jan 2018 Financial Resolutions & Habits: Part 1

Posted at 15:34h in The Friday Brief by Jared Korver, CPA, CFP®

It's said that the ancient Babylonians began the storied tradition of the New Year's Resolution some 4,000 years ago. Admittedly, their resolutions were essentially promises made to their gods in hopes to garner favor in the upcoming year should they keep the promises, so maybe you're not...

29 Dec 2017 Looking Back to Learn, Ahead to Be Prepared

Posted at 12:40h in The Friday Brief by Sam Bass Jr.

Once again we find ourselves at the end of another year; a time when some reflect on past accomplishments and failures and look forward to new opportunities and challenges. Others simply desire to rest from a hectic Christmas season, and still others busily prepare for...

22 Dec 2017 The Tax Bill Is Now Law

Posted at 15:32h in The Friday Brief by Sam Bass Jr.

I have to say in all honesty, that today's Brief has left me feeling too much like Ebenezer Scrooge on the last business day before Christmas, but as he would say - 'its business.' We have been getting a lot of questions from clients regarding how the...