At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.
Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.
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There are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.
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The jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.
Read MoreThere are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.
Read MoreThe jury is still out on how the Tax Cuts and Jobs Act (TCJA) will impact the average American tax return. Here’s a rundown of the changes that may have impacted you in 2018. It’s never too early to start thinking about next year.
Read More
Click bait – those online headlines you can’t resist. Even scholarly statistics can be twisted in a way that tells a story the author wants you to hear. This post shares a timely example and the lesson to walk away with.
Read MoreThere are many requirements that must be met to qualify for the Qualified Business Income (QBI) tax deduction. One area that has raised questions is that of real estate rental income. Learn the special considerations in our latest post.
READ MORE
