Landmark Tax Reform Bill Passes
The new tax reform law — commonly referred to as the “Tax Cuts and Jobs Act” (TCJA) — is the […]
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 […]
Give Back and Save Taxes with Charitable Contributions
As year end approaches, you may be thinking about making some charitable donations. Here's a rundown of the potential tax breaks […]
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 […]
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 […]
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 […]
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 […]
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 […]
Protect Your Company from Immigration Infractions
More than three decades have elapsed since the Immigration Reform and Control Act (IRCA) began requiring employers to complete I-9 […]
Report Warns Retirees about Potential Downsides of Reverse Mortgages
Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […]