January 30,2018 Retirement Account Catch-Up Contributions Can Add Up Are you age 50 or older? If so, you can currently make extra “catch-up” contributions to certain types of tax-favored retirement […] Read more
January 10,2018 Tax Cut Law: Mostly Good News for Employers and Employees The most immediate concrete change the Tax Cuts and Jobs Act (TCJA) will bring about for employers is new payroll […] Read more
January 10,2018 Is Social Media Activity Putting You or Your Clients at Risk? Winter can be a busy time for travel. Snowbirds try to escape the cold. Grandparents long to visit loved ones […] Read more
January 02,2018 Landmark Tax Reform Bill Passes The new tax reform law — commonly referred to as the “Tax Cuts and Jobs Act” (TCJA) — is the […] Read more
January 02,2018 How Might the New Tax Reform Law Affect You? President Trump and Republican members of Congress say the Tax Cuts and Jobs Act (TCJA) will bring $3.2 trillion in […] Read more
December 13,2017 Keep Tax Reform Proposals in Mind When Making Last-Minute Year-End Moves As 2017 winds down, it's time to consider making some moves to lower your federal income tax bill and position yourself […] Read more
December 13,2017 IRS Increases Annual Gift Tax Exclusion for 2018 The IRS has announced that the annual gift tax exclusion is increasing next year due to inflation. After five years […] Read more
November 15,2017 Important Documents Related to Final Distribution of a Trust Estate Important Documents Related to Final Distribution of a Trust Estate NOTICE OF PROPOSED ACTION In the course of settling a […] Read more
October 27,2017 2018 IRS Estate and Gift Tax Inflation Adjustments The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […] Read more
October 24,2017 Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […] Read more