Jan 2020 | Tax Brackets and Exit Strategies

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Do You Know Your Tax Bracket? Although the Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates through 2025, there’s no guarantee you’ll receive a refund or lower tax bill. Some taxpayers have actually seen their taxes go up because of reductions or eliminations of certain tax breaks. For this reason, it’s important […]

Oct 2019 | Medical Expenses and Mortgages

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Is “Bunching” Medical Expenses Still Feasible in 2019? Some medical expenses may be tax deductible, but only if you itemize deductions and you have enough expenses to exceed the applicable floor for deductibility. With proper planning, you may be able to time controllable medical expenses to your tax advantage. The Tax Cuts and Jobs Act […]