2018 Tax Reference Sheet Now Available

Our 2018 tax reference sheet is now available. This quick guide offers information you’ll need to know for the upcoming year. View Our 2018 Tax Reference Sheet Advisory Services provided by Synergy Investment Management, a dba of TFO-TDC, LLC.  Insurance...
The Odds Don’t Change

The Odds Don’t Change

You have heard us say many times the past is not prologue, what happened yesterday is not a sound predictor of what’s going to happen in the future. Fresh off the New Year, you’ve probably heard and seen numerous financial pundits provide  their 2018...
Year-End Tax Planning Tips In Light of Recent Reform

Year-End Tax Planning Tips In Light of Recent Reform

Tax laws will be undergoing some significant changes with the recent tax legislation reform. Here are five items to consider doing before end-of-year: DEFER INCOME With individual marginal tax rates dropping at the beginning of the year, consider deferring end-of-year...