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News & Helpful Tips

Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues.

If you’re considering opening an investment account for your minor child or grandchild to help him or her save for

With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58 million for 2020), you may think

As we all know, medical services and prescription drugs are expensive. You may be able to deduct some of your

The word “probate” may conjure images of lengthy delays waiting for wealth to be transferred and bitter disputes among family

In certain cases, the IRS is required to use private debt collection agencies (PCAs) to collect the amounts owed. The

At this time of year, many business owners ask if there’s anything they can do to save tax for the

For tax purposes, December 31 means more than New Year’s Eve celebrations. It affects the filing status box that will

If you have minor children, arguably the most important estate planning decision you need to make is choosing a guardian

A job description may seem like just so many words on a page or website. But those words have power.

The IRS has issued new guidance updating the rules for using optional standard mileage rates when calculating “above-the-line” deductions for

The right entity choice can make a difference in the tax bill you owe for your business. Although S corporations

You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer offers a

The Tax Cuts and Jobs Act (TCJA) made only one change to the federal gift and estate tax regime, but

Year end can be a stressful time for those in ownership and management positions. Along with having to tackle myriad

By temporarily doubling the gift and estate tax exemption, the Tax Cuts and Jobs Act (TCJA) opened a window of

The IRS recently issued its 2020 cost-of-living adjustments. With inflation remaining largely in check, many amounts increased slightly, and some

Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older,

The first tax-filing season under the Tax Cuts and Jobs Act (TCJA) was a time of uncertainty for many businesses

The Tax Cuts and Jobs Act (TCJA) reduced individual income tax rates, but it left the 3.8% net investment income

Fall is in the air and that means it’s time to turn your attention to year-end tax planning. While several

There are good reasons why estate planning advisors recommend you revisit and, if necessary, revise your estate plan periodically: changing

Despite what you might think, estate planning isn’t limited to only the rich and famous. In fact, your family is

Let’s say you’re charitably inclined but have concerns about maintaining a sufficient amount of income to meet your current needs.

The U.S. Department of Labor (DOL) has released the finalized rule on overtime exemptions for white-collar workers under the Fair

The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their