As we are nearing the end of 2017 it’s a good time to review the changes to the IRS tax provisions. Below details some of the most prevalent provisions that expired in 2016, the provisions which have been permanently extended, and other extended tax provisions.
There are several tax elections and planning opportunities that I find are frequently overlooked by executors and tax return preparers when filing a decedent’s final income tax return
Stashing away the maximum amount into your IRA each year is retirement planning rule 101.
On September 27th, the Trump Administration, along with the House Ways and Means Committee and the Senate Committee on Finance released a unified framework for fixing our tax system.
When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.
Do you have a first time college bound student? Learn more about the American Opportunity Tax Credit now as an upcoming tax strategy.
Are you the proud parent of a recent high school graduate? Are you preparing for your son or daughter’s college move-in day?
We live in an ever changing world. Some areas which will most likely change many times during your lifetime include your car, job, the place where you live, your hobbies, your relationships with others, and even the organizations you associate with.
Gift giving is something that most people do each and every year.
For most Estates and Trusts, there are three parties involved:
Health Savings Accounts (H.S.A.s) are powerful tools, particularly if you participate in a high deductible health insurance plan.