White Binder Project

If you sold or purchased a home in 2019, check with a CPA for any deductions you might have coming.

What Items on a Settlement Statement Are Deductible on Your Taxes? When you finish the process of selling your home, you will receive a a HUD-1 Settlement Statement. With a small amount of research, you can locate several items on these forms that qualify for significant tax deductions.

Are you prepared?

Two-Thirds Of All Americans Are Missing This Estate Planning Document Regardless of one’s feeling on estate planning, there is one estate planning document that all Americans should have: A Health Care Directive. This key document can help you manage the end of life process from health care decisions to your funeral.