Tax Resources

We're happy to provide our clients with resources to help them prepare for, and get through the tax season. Below we have linked a few PDF documents to assist you with your taxes this year. Please feel free to contact your personal Financial Adviser or anyone at our office if you have any questions.

2019 Tax Mailing Schedule

Learn more

2019 Tax Season Guide

Learn more

Retirement Plan Contribution Limits

Learn more

2019-2020 Turbo Tax Guide

Learn more

2019 1099 User manual

Learn more


Click the button for an overview of The SECURE Act and its potential financial implications.   Please feel free to reach out to us if you want to see how it affects you.

Learn more

Qualified Charitable Distribution: This move could be good for you and a nonprofit.

Wondering what to do with your annual IRA Required Minimum Distribution? If you can live without the income (and taxes) that a large Required Minimum Distribution (RMD) generates, think about taking a Qualified Charitable Distribution (QCD) from your traditional Individual Retirement Account (IRA) to satisfy your Required Minimum Distribution requirement.

If you are a traditional IRA owner aged 70½ or older, you can gift up to $100,000 a year to a qualified charity this way. The donation must be a direct transfer of assets-it cannot pass through your hands. (1)

What are the tax advantages of a QCD? You can exclude the amount of the gift from your adjusted gross income for the year in which you make the donation. Depending on your situation, this may also help you avoid taxation of your Social Security benefits or the Medicare surtax. Since a QCD is not a deduction, even taxpayers who don’t itemize can benefit from one. (1,2)

Does the income from your annual IRA Required Minimum Distribution risk putting you into a higher tax bracket?  Imagine being able to lower your adjusted gross income by up to $100,000 a year while also helping a charity.  By the way, that $100,000 annual QCD limit is an individual limit.  A married couple can donate up to $200,000 in a year via QCDs while meeting some or all of their Required Minimum Distribution requirements. (3)

(1),“Now you can donate to charity through your IRA” Nov 28, 2016

(2), “The ABCs Of Using Your Retirement Account For Charitable Giving May 17, 2017

(3), “Why Retirees Need to Stop Writing Checks to Charities” January 20, 2016