Three estate planning strategies for 2021
Investors may want to consider estate planning strategies as tax provisions impacting federal gift and estate taxes will sunset after 2025.
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Top tax-planning ideas for 2021
The current tax environment and potential for higher tax rates in the future create an opportunity for tax planning strategies to hedge future higher taxes.
Tracking CARES Act tax changes
With a range of temporary tax code changes instituted by the CARES Act in 2020, tracking tax changes that are extended into 2021 can be a challenge.
Figures that taxpayers need to know in 2021
Taxpayers need to know some key figures as they review current tax plans and consider 2021 planning.
Congress seals deal for more pandemic relief
Congress voted today to approve a $900 billion pandemic relief package offering economic aid to individuals and businesses.
529 plan checklist for 2020 year-end
Whether saving for college or making withdrawals, there are many 529 plan considerations that may need attention at year-end.
More tax options for business losses in 2020
The CARES Act provides more ways for business owners to offset losses in tax filings in 2020.
Year-end ideas for gifting and estate plans
For financial planning, year end can be an opportune time to review strategies for gifting and estate plans.
Four tax planning considerations for year-end
While tax rates are historically low, investors may want to review several tax planning considerations before year end.
Year-end planning ideas under the CARES Act
As investors prepare for year-end planning, they may want to consider tax-smart strategies under the CARES Act.