Estate planning actions to consider before year-end
As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
Tag: Tax Cuts and Jobs Act
Couples have unique option to plan for risk of future higher estate taxes
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.
Leading tax questions on the minds of advisors from our webinar
Here are some of the top tax questions asked by advisors on our recent webinar.
How the expiring TCJA may impact taxes in the future
Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.
Time is running out for certain tax breaks
With the mid-term elections coming to a close with the run-off election for the Georgia Senate seat, Congress turns its attention to some must-pass bills before the end of the year. First, funding for the federal government expires on December 16, requiring Congress to pass an omnibus spending bill or continuing resolution. Additionally, lawmakers must
Important estate planning moves before year-end
Estate planning is an important part of year-end planning as taxpayers seek to manage the distribution of assets as and meet any state tax requirements.
Understanding gifting rules before the sunset
When the TCJA expires in 2025, the lifetime exclusion amount for gifting will be reduced, impacting gifting rules and decisions being made today.
How business owners may maximize a valuable tax benefit
For some businesses, one of the most valuable tax benefits available is the deduction for qualified business income.
Leading tax topics on the minds of financial advisors
SECURE Act regulations, the SALT deduction, and Roth IRA strategies were among the leading tax topics raised by financial advisors at a recent webcast.
How tax changes may impact small businesses
There are several ways that small businesses may be impacted by the recent House proposed tax changes.