The Tax Cuts and Jobs Act is widely regarded as one of the most significant tax bills passed in the last 30 years, affecting nearly every type of taxpayer when…
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In general, most tax planning strategies focus on actions a taxpayer can take before year-end to lower their overall tax bill for that year. Unfortunately, if you are reading this…
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When clients discuss their tax and financial matters with their CPAs and other advisors, they’ll often hear the term “estate tax exemption”. Many are not familiar with the term, even…
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Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the perfect time to check whether any life events have taken…
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Do you consider yourself charitably inclined? Do you frequently support charitable causes or organizations? According to the Giving USA 2018 Annual Report on Philanthropy, Americans gave a combined $410.02 billion…
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Despite the increased Estate Tax Exemption to almost $11.2 Million per person, the practice of annual gifting is still a valuable estate planning strategy. Many of you are familiar with…
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