It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's college semester bill, and you don't know where you'll find the money to pay the taxes that you expect to owe. Well, you might finally catch a break. Now that your … [Read more...]
Windward Tax Bulletin: Education Tax Credits
Windward Community: Windward Goes Axe Throwing
At the end of January, Windward held their annual “holiday” get together. We take time after the holidays, to get the firm and significant others together to get out of the office and do something fun. This year, we went axe throwing!What? Yes, axe throwing! There are a couple locations … [Read more...]
Windward Passages: Windward and NAPFA
What is NAPFA and why is it so important to Windward? NAPFA (National Association of Personal Financial Advisors) is an organization of fee-only, comprehensive financial advisors who adhere to a strict code of ethics and are fiduciaries. NAPFA members are committed to providing objective, … [Read more...]
Windward Tax Bulletin: Deduction Bunching and Donor-Advised Funds
The new year is here, bringing with it lots of snow for the Kansas City area and the start of another tax season. Despite the ongoing government shutdown, the IRS has announced the 2019 tax filing season will officially begin on January 28th. However, it won’t just be another year, another tax … [Read more...]
Windward Passages: State of the Firm Address
Happy 2019 to our clients and friends,The past year was very good to Windward. We are fortunate to work with over 200 client families, to help them preserve capital, develop a plan and save taxes. We believe Windward’s future is bright and in good hands. We want to share several recent Windward … [Read more...]