Author: Christina Michalczak

There are several tax incentives for higher education expenses that are available to taxpayers of various income levels. We have summarized a few incentives available which we see with our clients most often below: The American Opportunity Credit:   Calculation of Credit: The American Opportunity Credit allows for a maximum annual credit of $2,500 per… Read more »

Have you or a loved one ever experienced a family health emergency where a decision for care needed to be made quickly and the idea of navigating the myriad of questions (Where should they go for care? How long will they need to stay at a facility? Who will manage their home and financial affairs… Read more »

Although history can be a helpful guide, the future holds no promises. That being said, it is not worth trying to predict the future and certainly it is not worth subjecting the long-term success of your financial plan on the speculative results of who will potentially win the Executive Branch. Much happens during the traditional… Read more »