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Blog Posts in Taxes

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  • What Do Grads and Brides Have to Do With It?
    What Do Grads and Brides Have to Do With It?

    Every life transition changes the person that we are. Graduating from High School or College, getting Married, starting a Business, or a Family – those are big life events that define new legal ...

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  • How will you protect your assets After tax season
    How will you protect your assets After tax season

    Admittedly, this time of year (i.e., March-April), no one wants to think about anything other than Tax Season. The 1099s are in, the expenses are accounted for, and the checks to IRS/FTB hare sent ...

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  • 2019 Estate Tax Exclusion and Gift Tax rules
    2019 Estate Tax Exclusion and Gift Tax rules

    The IRS issued Revenue Procedure 2018-57 announcing the official estate and gift tax exclusion amounts for 2019. The 2019 applicable federal estate tax exclusion is increased to $11.4 million. The top ...

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  • Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid
    Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid

    When planning for the future , many people forget an essential step in the process. When one dies, many factors come into play immediately. Take care to make good decisions in estate planning so heirs ...

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  • The Effect of the 2018 Tax Cuts and Jobs Act on Your Existing Estate Plan
    The Effect of the 2018 Tax Cuts and Jobs Act on Your Existing Estate Plan

    Effective on January 1, 2018, the federal Tax Cuts and Jobs Act substantially changed estate tax laws. Among other things, the Act increased the estate tax exemptions to $11.2 million per individual ...

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  • Tax Cuts and Jobs Act of 2017 - and its effect on Estate Planning
    Tax Cuts and Jobs Act of 2017 - and its effect on Estate Planning

    Estate Tax Exemptions and Estate Tax. Despite much discussion, the Estate Tax is not repealed. However, the Act increased the Exclusion amount for Estate Tax, Gift Tax and Generation-Skipping Tax from ...

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