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The (Long) List of Financial Documents You Should Keep

In this season of paper piles, bursting files and inscrutable tax forms arriving in the mail, tip your cap to one aspect of the new tax bill. If you’re among the millions of people who will no longer be itemizing your deductions next year, there may just be less mess in your future. This is no solace for people who hate the bill’s politics or the way it hits their...

NEWS

Don’t skip out on planning for the GST tax

April 17, 2024

Does your estate plan call for making gifts to your grandchildren or other loved ones more than one generation below…

Update on retirement account required minimum distributions

April 15, 2024

If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax required…

2024 Q2 tax calendar: Key deadlines for businesses and employers

April 12, 2024

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of…

What are your options to fund long-term care expenses?

April 10, 2024

Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some…

The tax deadline is almost here: File for an extension if you’re not ready

April 08, 2024

The April 15 tax filing deadline is right around the corner. However, you might not be ready to file. Sometimes,…

If you didn’t contribute to an IRA last year, there’s still time

April 05, 2024

If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher…