Blog : Taxes

Tax and Financial Planning Year-End Tips

Certified Financial Planner Financial Advice RIA Tax Planning Taxes Wealth Management December 23, 2019 Author: Deborah Doyle

  Tax and Financial Planning Year-End Tips With the end of the 2019 quickly approaching, the clock is ticking even louder on certain financial moves you may need to make before the end of the year. There are several tax strategies that may be worth exploring to save those extra tax dollars. Here are some […]

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How To Survive the 2019 Tax Season

CFP Financial Advisor Financial Planning RIA Tax Planning Taxes February 5, 2019 Author: Deborah Doyle

Tax prep is not something many people associate with joy or excitement but it is something that individuals and businesses must prepare for each year. Due to the recent 2019 tax overhaul, many people are even more worried and anxiety ridden about their tax returns. By being proactive, knowledgeable and prepared here are a few […]

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Where Your Tax Refund Should Go

Financial Planning Tax Planning Taxes March 30, 2017 Author: Woody Derricks

While it may be tempting to spend your tax refund on a weekend getaway, there could be better ways to utilize that extra cash. You could start an emergency fund, pay off a credit card, or even donate to your favorite charitable cause. Before you decide where the money will go, consider the following ideas […]

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Jointly or Separately: How Should Married Same-Sex Couples File Taxes?

Financial Planning for same-sex couples Gay Friendly Financial Advisor Annapolis Tax Planning Taxes February 28, 2017 Author: Woody Derricks

With tax filing just around the corner, many new same-sex couples are asking whether or not they should take advantage of simplified joint filing or file separately, as they did before marriage. While it may seem easier, filing jointly could actually result in higher taxes! It’s best to examine your circumstances and then consult a […]

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IRS Changes for Same-Sex Married Couples

Financial Advisor for Gay Couples Financial Planning Taxes March 15, 2016 Author: Woody Derricks

IRS Changes for Same-Sex Married Couples Congratulations on your nuptials! What they don’t tell you when you get your marriage license and walk down the aisle is that your financial picture will change.  In many ways, you’ll see things become simplified and more beneficial.  In other ways, some of your finances may become more complex […]

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Financial Planning Strategies Post-Windsor

Estate Planning Financial Planning Health Benefits Life Insurance Taxes December 30, 2015 Author: Woody Derricks

Financial Planning Strategies Post-Windsor With marriage now an option for same-sex couples, more favorable planning options is now available. Here’s a quick checklist for same-sex married couples in the wake of the Supreme Court’s the United States v. Windsor and Obergefell v. Hodges rulings.   Workplace Benefits: Healthcare Spousal healthcare. Check to see whether you […]

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