As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal…
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There's nothing typical about tax planning in 2020. COVID-19 and the economic fallout are only the beginning. Even without a pandemic, recent developments such as the Setting Every Community Up…
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Income Tax Deadlines for Individuals and Businesses in the U.S. Tax season is here again as the Internal Revenue Service (IRS) officially began processing tax returns on January 27, 2020.…
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The gift tax is also a component of the federal transfer tax system and is a tax imposed on transfers (i.e., gifts) of property during life, either given outright or…
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Accelerate Deductions and Defer Income - It sometimes makes sense to accelerate deductions and defer income. There are plenty of income items and expenses you may be able to control.…
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The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax. The estate tax is a tax imposed…
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Working with a PFS helps you put your current earnings, your projected earnings, and your long-term outlook into proper perspective. A Personal Financial Specialist, or PFS, is an individual who…
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Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
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Estate planning puts your mind at ease and makes things easier for your loved ones once you are gone. Nobody can predict the future and emergencies can occur at any…
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Working with an experienced tax attorney makes it easier dealing with the ever-changing Federal & State tax situation Every year changes are made to the tax law that affect the…
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