Why you might want to file early and answers to other tax season questions
The IRS announced it opened the 2023 individual income tax [...]
Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question
One of your primary estate planning goals may be to [...]
Tax-saving ways to help pay for college — once your child starts attending
If you have a child or grandchild in college — [...]
A single parent’s estate plan should address specific circumstances
According to the Pew Research Center, nearly a quarter (23%) [...]
Employers should be wary of ERC claims that are too good to be true
The Employee Retention Credit (ERC) was a valuable tax credit [...]
Run the numbers before donating appreciated assets to charity
Are you charitably inclined? If so, you probably know that [...]
Addressing IP in an estate plan can be tricky
Over your lifetime, you may have accumulated a wide variety [...]
Renting to a relative? Watch out for tax traps
If you own a home and rent it to a [...]
Should you consider a psychiatric advance directive?
Many people include health care powers of attorney or advance [...]
In your own words: A letter of instruction complements a will
A smart estate plan should leave no doubt as to [...]
