Financial and Tax Strategy Guides
Browse our guides below for in-depth information on how to secure your financial future
What We Do
Jan 2025
An overview of the comprehensive financial, tax, and insurance services offered by Signature Wealth and Tax.
Tax-Saving Tips
Oct 2024
Essential updates on BOI reporting, the Employee Retention Credit payback program, and other timely tax strategies for businesses and individuals.
You May Not Know: Consequences of Easy Money
Sep 2024
The good and bad news on how the Fed’s easy money policies have affected the market, interest rates, and more.
You May Not Know: Debt Consequences Looming?
Aug 2024
An analysis of the growing national and private debt crisis and how impending deflation or inflation could impact consumers and markets.
You May Not Know: Is the Federal Reserve Cornered?
Jul 2024
A look into the Federal Reserve’s dilemma in managing a contracting economy amidst persistent inflation and rising national debt.
Fundamentals of Estate Planning and Probate Avoidance Strategies
Jun 2024
A comprehensive guide outlining the pitfalls of probate and detailing how to effectively use a Revocable Living Trust to protect and distribute your assets.
You May Not Know: Is It Growth or Just Cash Flow?
Apr 2024
An examination of the reality behind recent US economic growth numbers and the potential warning signs in the commercial real estate market.
Winnings and Losses vs Tax Liabilities
Feb 2024
Important tax rules and best practices for recreational gamblers regarding the reporting of winnings and the deduction of losses.
Estate Planning Essentials: A Comprehensive Guide to Protecting Your Legacy
Jan 2024
A comprehensive overview of estate planning essentials, including trusts, powers of attorney, and the necessity of keeping your plan updated.
Tax Fraud
Dec 2023
Recent updates on tax fraud cases and guidance on seeking Innocent Spouse Relief for unexpected IRS liabilities.
How to Deduct Travel by Car, Train, Plane, or Boat
Oct 2023
An explanation of the tax rules and limitations for deducting business travel expenses across various modes of transportation.
Guidelines for Charitable Donations
Sep 2023
Essential guidelines for deducting charitable contributions, including appraisal requirements for property donations and limits when receiving benefits in return.
Estate Planning for the Rest of Us
Aug 2023
A breakdown of why establishing a will and a living trust is essential to protect assets and heirs, even if your estate isn’t exposed to the federal estate tax.
Failed Mileage Log Negates Mileage Deductions
Jul 2023
An overview of a tax court case highlighting the critical importance of keeping adequate, contemporaneous mileage logs for business vehicle deductions.