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Three Local CPA Offices to Serve You:
Needham, MA
Bonita Springs, FL
Cape Coral, FL

Monthly Archives: December 2017

Last-minute Year-end moves in light of Tax Cuts and Jobs Act

Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will … Continue reading

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Taking Advantage of the Tax Law Changes

If you itemize in 2017, and you have itemized deductions that are just over the standard deduction floor, you will probably take the larger standard deduction in 2018. If this is the case, make some of next years payments that … Continue reading

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The Medicaid Asset Protection Trust

If you need healthcare that you cannot afford, then the government expects you to use your money until it is gone, and then use up your assets until those are gone, and Medicaid will pay for the rest. If you … Continue reading

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A Tax Strategy Just Right for You

In our line of work we hear a lot of things like, “This country needs a flat tax or a national sales tax. The IRS is out of control with this complicated tax code – why you’d have to be … Continue reading

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