Category Blog

Get Paid for Going Green

Americans will spend an estimated $317 billion on home improvements in 2017—which represents a 6.9% increase over the 2016.¹ Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives. Here’s how:² The Energy Property…

Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.”¹ In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer in a race…

What Is a 1035 Exchange?

According to the most recent information available, Americans have individual life insurance with a total face value of $12 trillion.1 Due to a variety of factors, these individuals may find themselves in circumstances where the specific life insurance policy or…

What If You Get Audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the IRS audited 0.5% of all individual tax returns.¹ And being audited does…