by Gregory S. Dowell September 25, 2018 We previously had written about the tax trap that often occurs when two people get married, resulting often in an unanticipated balance due when the first joint tax return for the couple was filed. While President Trump’s Tax Cuts and Jobs Act (TCJA), changed the dynamics somewhat, it…
by Gregory S. Dowell December 8, 2017 The following letter was prepared and distributed to clients and friends of Dowell Group, LLP. The letter discusses individual and business tax planning ideas that may be appropriate in certain situations. This does not represent tax advice, as every situation must be considered on its own merits. We…
Thoughts on Taxes, Investing, Finances, and a Couple of Life Tips by Gregory S. Dowell We make things way too complicated sometimes. In the end, some basic guidelines just don’t change, regardless of what new tags might be created, what Congress might do, or what the market might do. In many cases, we make things…