PGWM, LLC

FEATURED ARTICLES

RECENT POSTS
Please reload

ARCHIVE

Please reload

January 9, 2019

The Tax Cuts and Jobs Act became effective in 2018 and delivered lots of good news, such as curbing of the alternative minimum tax and lowering tax brackets. However, in filing your federal return for the first time under the new rules, be aware that these seven popula...

December 29, 2018

The sun is shining on the tax credit for solar power, but this federal tax credit that lightens your tax burden significantly starts sunsetting in 2020.

The good news is that the cost of solar panels and equipment is dropping down about 6.5% in 2018, and putting in sola...

December 15, 2018

Health insurance deductibles and co-payments, plus uncovered items like your child's braces, can put a dent on your bank account.

That is why flexible spending and health savings accounts, where you put money away tax-free to pay for out-of-pocket health-care expenses,...

November 3, 2018

Once a year, investors get a chance to lower their tax bill on investments outside of tax-advantaged 401(k) and IRA accounts.

It can save thousands annually and is not difficult to do, but it requires the discipline to take the time to gather your records and remember...

October 17, 2018

Dentists, doctors, and other business owners can slash their tax bill and funnel huge savings into tax-advantaged retirement vehicles with planning. This is a time-sensitive tax tactic that you might optimally want to implement before the end of this year.

To illustrate...

July 21, 2018

The tax code overhaul brought many changes, but for the estate tax, the most far-reaching result was what didn't happen. Chiefly, you didn't lose the capital gains break on inherited assets when they are sold.

For tax purposes, the value of an asset, when sold, rises to...

July 4, 2018

Under the new tax law, business owners are entitled to deduct 20% of "qualified business income." The test for qualifying a tax break on 20% of business income is defined in the Tax Cuts and Jobs Act (TCJA) and summarized here along with a simple illustration.

If you fo...

May 26, 2018

If you own a small business, you're likely eligible for an exclusive 20% deduction on your profits. However, getting the full benefit is tricky. Not everyone can claim it, and some business owners are subject to a phase-out of the 20% deduction based on income.

Most sma...

May 7, 2018

The new federal tax code affects the return you'll file in Spring 2019.

The standard deduction, the amount you can subtract from your taxableincome if you don't itemize, nearly doubles from $12,700 for joint-filers to $24,000, and from $6,350 for singles to $12,000. Tha...

March 31, 2018

Uncle Sam giveth, and Uncle Sam taketh away.

The new federal tax code, which went into effect in 2018 and affects the return you'll file in spring 2019, lowers taxes by expanding some deductions, but restricts or outright eliminates others.

Deductions lower your taxable...

Please reload

Investment advisory services offered through (RIA Name), a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PGWM, LLC at rar@pgwm.net.

© 2019 Private Group Wealth Management, LLC  

150 E Main Street, Fredericksburg, TX 78624

Tel: (361) 442-5105      Fax: (361) 888-5105       email: rar@pgwm.net

DISCLOSURES   PRIVACY   FORM ADV    CONTACT    HOME

Website Maintenance    ID•GRAPHICA   idgraphica.custom@gmail.com