Posts you may be interested in
As we conduct more and more of our daily activities online, it's essential to have a plan in place to access your digital assets in case you're not around.
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The role of a trustee is typically given to a trusted friend or family member. Here is a guide to some of the most important trustee duties.
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We are currently in the second tax season after the significant federal tax law changes. While there are no major changes from last year, there are some items to note when working with your tax advisor to prepare your 2019 individual income tax return.
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The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.
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Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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Tax planning should happen all year long, not just when you are getting ready to file your tax return. An important part of tax planning is good recordkeeping.
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The new law may immediately impact your retirement, estate and wealth transfer plans.
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Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.
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Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.
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Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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