tax planning

December 8, 2022

Historic Inflation Creates Opportunity to Save on a Roth Conversion

If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m a big fan of looking... more

July 13, 2017

Six Things to Make the Most of Your Summer Months

As a kid, you waited all year for summer. It was the time in which getting up early, going to school, doing homework and taking... more

December 19, 2013

Tax-Cutting Moves To Make Now

Decisions you make between now and Dec. 31 will directly affect what you pay on your income taxes on April 15.  Here are six ideas... more

March 12, 2012

Knowhow on Year-End Tax Planning

There’s no time like the end of the year for tax planning. By making a few small adjustments, you may be able to cut your... more