Archive | January, 2015

Washington Hotline – January 27 2015

WASHINGTON NEWS White House Tax Proposals In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015. The general plan includes several tax increases on upper-income persons and financial corporations. These will be combined with middle-income tax reductions. Proposed Tax Increases 1. Capital Gains Tax […]

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I’m Getting Married. How Could Marriage Potentially Affect My Finances?

Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. There are, however, two important caveats. First, same-sex marriages are recognized for federal income and estate tax reporting purposes. However, each state determines its own rules for state taxes, […]

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