Posts you may be interested in

The IRS just extended the 2020 filing and payment deadline for individuals. The 2020 federal income tax filing due date has been automatically extended from April 15 to May 17, 2021 for individual taxpayers.
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The CARES Act legislation includes broad changes to tax deductions limits for charitable contributions. Today, we examine how changes to charitable contribution limits are impacting individual, partnership and corporate deductions during 2020 and 2021
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Recent legislation has stopped the one-year hiatus on required minimum distributions from most 401(k) and IRA plans. Learn how the latest changes may have an impact your timetable for retirement plan withdrawals.
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Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.
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With the results from the Georgia runoff in, we outline what to expect from the Biden administration after inauguration day.
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New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.
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California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.
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While the Senate races in Georgia hang in the balance, we review what we can expect from the Biden administration after inauguration day.
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In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.
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Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.
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