You may need to add RMDs to your year-end to-do list

November 22, 2017 | James Purgason

As the end of the year approaches, most of us have a lot of things on our to-do lists, from gift shopping to donating to... Read More

Investors: Beware of the wash sale rule

September 27, 2017 | George Wilmoth

A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized d... Read More

Own a vacation home? Adjusting rental vs. personal use might save taxes

July 14, 2017 | James Purgason

Now that we’ve hit midsummer, if you own a vacation home that you both rent out and use personally, it’s a good time... Read More