tax planning
August 16, 2019
When a loved one who was “financially comfortable” passes away, his or her family must deal with the emotional issues that come with the loss — as […]
November 7, 2019
Many people want to pass assets to the next generation during their lifetimes, whether to reduce the size of their taxable estates, to help family members […]
December 10, 2019
With the dawn of 2020 on the near horizon, savvy taxpayers need to check off a few boxes to help ensure a more optimal situation heading […]
January 17, 2020
The Tax Cuts and Jobs Act generally reduced individual tax rates through 2025, but some taxpayers have actually seen their taxes go up because of reductions […]