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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David Thomas, CPA, Esq.
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David Thomas
- Jan 14, 2021
- 3 min
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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David Thomas
- Dec 11, 2020
- 3 min
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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David Thomas
- Jan 1, 2019
- 1 min
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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David Thomas
- Nov 26, 2017
- 2 min
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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