THOUGHTS | david-thomas-cpa

Nov 11, 20213 min read

November 2021 Tax Planning

November 11, 2021 Hello, Prior to getting into the holiday season, we wanted to reach out with some thoughts about tax planning that may...

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Jan 14, 20213 min read

January 2020 Tax Season Update

January 14, 2021 Tax law changes frequently and 2020 brought some unique changes, most of which are short term changes specific to 2020. ...

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Dec 11, 20203 min read

Holistic Financial Planning

HOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...

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Nov 26, 20191 min read

Year end tax planning

2019 year end tax planning strategies

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Jan 1, 20191 min read

Estate planning primer

My short primer on estate planning is that it offers one of the most substantial ways that you can define how our laws, in particular...

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Nov 26, 20172 min read

Tax Cut and Jobs Act (TCJA)

Many people are asking how this new tax bill will affect them and their finances. In this email I’ll try to give you a synopsis of the...

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David Thomas, CPA, Esq.