Sustainable Investing If there’s a trait most of us share, it’s a desire to make the world a better place. That is why there is increasing interest in sustainable investing. Many of us want to try to earn solid or even stellar returns while contributing – or at least causing less harm – to the greater good. But what is…
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College Savings After Tax Reform
Students and their parents dodged a bullet with the final Tax Cuts and Jobs Act of 2017. Initial drafts of the bill had included the elimination of the Lifetime Learning Credit, the student loan interest deduction, along with the taxation of tuition waivers (used mainly graduate students and college employees). In the end, none of these provisions made it into the…
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Charitable Giving in 2018
Charitable Giving The landscape for charitable giving changed with the new tax law, but we are seeing that clients – with or without a tax write-off – still want to give to their favorite organizations and charities. After all, we give to support causes we cherish and to show gratitude for good fortune we have enjoyed. Financial incentives are nice,…
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Tax Tips for the Self-Employed
Realities of Taxes for the Self-Employed If you are self-employed, as many of our clients are, you know there are many advantages beyond just being your own boss. There are also unique challenges involved, especially how to handle taxes. Whether you’re running your own business or thinking about starting one, there are specific tax rules and opportunities that apply to…
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Student Loan Rates Increase
Students and Parents to Pay Higher Loan Rates College students were sad to see it will cost them more to borrow, as interest rates on federal student loans rose for the second year in a row. Undergraduate students can expect to pay 5.04% in interest on new Stafford loans instead of the current 4.45%. Graduate students will see the interest rate on…
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