Completing your taxes can be overwhelming. If you are working with a professional or completing your taxes on your own, you will need documentation and specific information to get your taxes done right. Here is a checklist of the main items you should need to complete your taxes.

With Tax Season underway, you'll need to be on the alert for tax-related scams. Here are a few ways to spot an IRS scammer.

With Roth IRAs you’re able to direct after-tax savings to this investment account, where it’ll grow tax-free and can be withdrawn tax-free in retirement. So now, more than ever, it might be a good opportunity to evaluate whether Roth IRAs might fit into your financial plan from a tax or estate planning standpoint.

Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.

There are many decisions that come into play when planning for a disabled loved one. One solution that can help is a Special or Supplemental Needs Trust (SNT).

If you’re charitably inclined, like many of our clients are, here are a few tips to help maximize your donations so that every dollar goes further for you personally and also for the causes you support.

One form of compensation that many publicly traded companies use to compensate their employees is granting stock in their company in the form of RSU’s.