Here are some things you might consider before saying goodbye to 2019. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins.
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Provided by Nicole Albrecht EA, CTM Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through...
6 The yearly SALT deduction is capped at $10,000. This is arguably the most controversial tax law change of 2018 for individual taxpayers. If you live in a high-tax state (or alternately, a state that imposes no income tax), you may be grumbling about the new cap on...
2. The standard deduction nearly doubles. While the personal exemption is gone (more about that later), the new law gives an enormous boost to the standard deduction in 2018 for all filers.2 *Single filer: $12,000 (instead of $6,500) *Married couples filing...
Presented by Nicole Albrecht, EA, CTC The legislation popularly known as the Tax Cuts & Jobs Act did not exactly “rewrite the book” of federal tax laws, but it almost seems that way. On January 1, a host of important, new tax provisions entered the Internal...
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Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in or through this website will perform in the same manner in the future. All investing involves risk and investors may experience positive or negative growth. Nothing in this website should be construed as guaranteeing any investment performance. This website may contain forward-looking statements and projections that are based on TCG Advisors' current beliefs and assumptions on information currently available that TCG Advisors believes to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.
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*Rob Britton and Matthew J. Anderson are Senior Wealth Advisors with TCG Advisors.
**Nicole Albrecht is an investment advisor representative offering investment advice, financial planning and related services through TCG Advisors.
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