This article has been updated to reflect 2024 deadlines and filing protocols. With the holidays behind us and the new year officially off and...Read More
In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...Read More
Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...Read More
Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...Read More
Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.Read More
Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...Read More
With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...Read More
So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...Read More
Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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