Nov 30, 2021 | Firm Updates, Individual Tax, Tax Tips
2021 brought a multitude of changes affecting individual taxpayers and with additional legislation being debated in Congress, it looks like 2022 will be no different. As the proposed legislation is still evolving, we will focus on the existing laws to assist your...
Feb 14, 2017 | Firm Updates, Individual Tax, Tax Tips
Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial support. Regardless of the reason for making a gift,...
Mar 16, 2016 | Uncategorized
If your 2015 tax liability is higher than you hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help reduce the size of your taxable estate. But with smart income-tax...