Did you know April is National Financial Literacy Month? With last year’s tax returns (hopefully!) wrapped up, it’s an ideal time to take a fresh look at your financial know-how. If you’re working with a wealth management professional like the Bartlett team, you probably already have a grasp of basic money matters. But what about…

 With the end of the year fast approaching, we are reaching out to you with a timely idea and additional information on the Tax Cuts and Jobs Act. Our best idea to save on your 2017 income taxes is to prepay your state property taxes by December 31, 2017.   Here is an example: You…

On Friday, December 15, the final version of the Tax Cuts and Jobs Act of 2017 was released along with the Conference Committee notes. This version was a result of the reconciliation between the House and Senate versions of the bill that were released over the past several weeks. Given the high probability of passage…

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…