2017 – Federal Tax Legislation Update
The 2017 Tax Reform package continues to make its way through Congress. This legislation has the potential to be the most significant change to tax law in recent memory. However, further changes to the legislation are likely, as the House and Senate must come...Calculating Retirement Needs
A staple in retirement planning is the search for “your number.” That is, how much money do you need to accumulate in savings and investment accounts so you can afford to stop working? Life expectancy is increasing, so the amount you have when you retire might have to...Small Companies Can Do Well While Doing Good
The federal Small Business Administration reports that about 75% of small business owners donate some portion of their profits to charity each year. The average contribution is around 6% of earnings. Fulfilling philanthropic intentions has emotional rewards, and there...Tax-Wise Portfolio Rebalancing
Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver...Awards & Associations
"Thomas Judy & Tucker has long provided us with exemplary service. We can count on them — not to simply meet, but to exceed, our expectations."
- John Kane, Chairman & CEO Kane Realty Corporation