Our Thoughts
How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for determining your adjusted cost basis
Helping the Children of our Clients
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is that we wanted to help
Tom’s Q1 Economic Update
Inflation, national debt, deficit spending, GDP, productivity, how does a person sort through and make sense from all this data? In 1966, I was a high school senior, and I
Tax Planning with Together Planning
“In the world, nothing is certain except death and taxes.” -Benjamin Franklin Tax planning is a key component of financial planning, and we use a cutting edge product called Holistiplan
Planning for Retirement with Social Security
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long career, your projected social security
Are you ready to sign your tax return?
Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying