Most will answer with a resounding YES! Planning a tax-efficient strategy to generate needed cash flow in retirement requires foresight and a long runway.
How do you begin to sort through the many professional service providers who are competing for your business? Here are a few thoughts.
Major changes to the federal income tax code became effective for 2018 under the Tax Cuts and Jobs Act (TCJA). Most individual income tax filers were affected, some positively, others not so much.
As we embrace yet another New Year, it’s a good time to take stock of financial priorities. Here are some thoughts for 2019.
As of December 1st, 2018, we will be at a new location in South Russell, near to Chagrin Falls. Phone/fax/website remains the same.
Over the past several months, we’ve digested the many tax law changes brought by the Tax Cuts and Jobs Act (TCJA). These changes bring a host of uncertainties as well as planning opportunities. Please download the PDF to see the details.