Posts you may be interested in
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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With less than a year until the next United States presidential election, Democratic candidates are testing a variety of proposals with voters as they campaign on the primary trail, what's the potenial impact to your tax bill?
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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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Ways to assess if your giving is making the impact you'd like.
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Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.
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Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems
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- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.
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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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The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.
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Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.
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