Category: Taxes

With tax deductions limited under tax reform, taxpayers in high-tax states may consider using incomplete non-grantor trusts to plan for state income taxes.

Land designated with a conservation easement, including preserving open space, can offer tax advantages to a property owner.

Now that the first tax season under tax reform is in the books, what are some tax planning considerations for the rest of the year.

Under tax reform, the federal estate tax applies to fewer estates, yet more than a dozen states have estate or inheritance taxes.

Under tax reform, taxpayers can still act on Roth conversions, but the option to recharacterize – or undo the conversion – is no longer available.

Estate planning remains an important part of financial planning and here are some considerations before the estate tax law sunsets.

Small business owners may want to consult with an advisor or tax expert to review the pass-through business tax deduction introduced by tax reform.

Many popular tax deductions were limited or eliminated under tax reform and investors may want to consider strategies to mitigate the impact.

This is the first year of tax filing since tax reform and some taxpayers may find their 1040 filing indicates opportunities for planning.