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 21,2017 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 […] 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
October 18,2017 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 […] Read more
October 18,2017 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 […] Read more
October 11,2017 The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a […] Read more