Taxes Insights

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The Unintended Consequences Of The Tax Law

With the passage of the Tax Cuts and Jobs Act, millions of Americans will see two broad themes. First, personal exemptions are eliminated and itemized deductions are being curbed with the reduction in the state and local tax deduction. Individuals are finding that their taxable income is going to be higher in 2018.
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Greenspring Advisors Financial Planning Insights

Five Things Your Financial Advisor Should Be Doing

There are a good number of articles on the internet about how to choose a financial advisor. I thought I would write one on what you should expect from your advisor if you already have one. We believe there are some key areas that all comprehensive advisors should be monitoring for their clients.
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Greenspring Advisors Financial Planning Insights

There Is No Such Thing As “Long-Term” In Tax Planning

I often read articles that talk about the virtues of long-term tax planning.  This could be in the form of Roth IRA conversions, charitable planning, or gifting strategies.  In general, most of these articles are correct in their reasoning, but they tend to under-emphasize one important item.
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