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Help People, Work Your Mind & Warm Your Heart

We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless,...

TAAG’s Take on Tax Law Changes

Much has been reported on the American Taxpayer Relief Act passed at the beginning of 2013 to address the fiscal cliff.  We wanted to share our thoughts on the recent changes and how we plan to address with our clients in our first attempt at blogging via...

Fiscal Cliff Breakdown

In case you missed it, our Representatives in Washington managed to eke out a budget deal in the late hours of New Year’s Day.   The headlines over the last week have been dominated by the “fiscal cliff” story with all kinds of thoughts, commentary...

What You Can Control

In recent client meetings, there has been a lot of discussion about what we recommend to ensure our client’s portfolios can weather any potential market volatility or likely tax increases on the horizon.   Many people have accelerated income in 2012 by exercising...

Will the New Medicare Taxes Impact You?

With the Supreme Court’s decision this summer to uphold the constitutionality of the Patient Protection and Affordable Care Act of 2010, there are two new taxes, starting in 2013, that can impact individuals with income in excess of $200,000 and couples who earn more...

Making the Most of Tax Time

This is not a favorite time of year for most of us, because wading through all the paperwork needed to prepare our taxes can be a headache. But if you have to gather up all the information anyway, you might as well use it as an opportunity to improve your financial...