November 3, 2022 Estate Planning Vocab 101: Executor And Trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More
October 27, 2022 Should You File A Joint Tax Return For The Year Of Your Spouse’s Death? Whether it’s advantageous to file a joint tax return the year of your spouse’s death depends on several factors. Read More
October 20, 2022 Drafting Your Estate Plan Isn’t A Do-It-Yourself Project When it comes to your estate plan, there’s simply too much risk involved in taking shortcuts. Rather than relying on … Read More
September 29, 2022 Don’t Forget Estate Taxes During Planning With the current federal estate tax exemption at $12.06 million, you may not be worried about estate taxes. But you … Read More
May 31, 2022 Is It A Good Time For A Roth Conversion? If the value of your portfolio is down, you may want to turn the stock market downturn into a tax-saving … Read More
April 20, 2022 SECURE Act: Congress Eyes Further Retirement Savings Enhancements SECURE Act 2.0 passed the U.S. House with strong bipartisan support. While the Senate is working on its own bill, … Read More
February 4, 2022 The Ins and Outs of IRAs Traditional or Roth IRA? Here are the differences in these retirement savings accounts. Read More
December 16, 2021 Stock Market Investors: Year-End Tax Strategies To Consider You may be busy this holiday season. But don’t forget to review your portfolio to see if you have any … Read More
November 22, 2021 U.S. House Passes the Build Back Better Act The U.S. House of Representatives passed a crucial part of President Biden’s agenda by a vote of 220-213 on November 19. … Read More
November 14, 2021 Factor 2022 Cost-of-Living Adjustments Into Your Year-End Tax Planning Take these 2022 cost-of-living amounts into consideration as you work on your year-end tax planning. Read More
November 11, 2021 Potential Tax Law Changes Hang Over Year-End Tax Planning for Individuals As if another year of the COVID-19 pandemic wasn’t enough to produce an unusual landscape for year-end tax planning, Congress … Read More
November 11, 2021 Strategies For Donating To Charity or Gifting to Loved Ones As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to … Read More
