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January 14, 2025

Navigating Tax Strategies in Community Property States

Living in a community property state comes with its unique set of tax implications that can either benefit or complicate your financial situation. Community property laws […]
January 14, 2025

Clearing Up Common Misconceptions About Gift Tax

Gift tax can be a confusing topic for many taxpayers, leading to misconceptions and myths. Understanding the basics can help you make informed decisions and avoid […]
January 14, 2025

Here’s What’s new and some key items for taxpayers to consider before they file their 2024 taxes:

New Tax Changes for 2024 Key Items to Consider Before Filing Does this cover everything you were looking for, or is there anything specific you’d like […]
August 11, 2017

Mortgage debt over a million dollars strategies

Mortgage interest on the combined debt for your main and second homes over $1,000,000 is not deductible as an itemized deduction.  Home equity debt is limited […]