Category: Tax Planning

The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether.  Estates of any size will be subject to income taxes, as will their beneficiaries.  Planning may permit this burden to be reduced. Take charitable […]

Porches and doorsteps are still decorated with pumpkins and mums, but the new year is creeping up once again. Prepare now for the best outlook come tax time.