News & Insights
Are You Ready for the 2021 Gift Tax Return Deadline?
March 21st, 2022
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High Net Worth |
Tax |
Wealth Management
If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. And in […]
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There Still May be Time to Cut Your Tax Bill with an IRA
March 21st, 2022
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High Net Worth |
Tax |
Wealth Management
If you’re getting ready to file your 2021 tax return, and your tax bill is more than you’d like, there might still be a way to lower it. If you’re […]
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The IRS Again Eases Schedules K-2 and K-3 Filing Requirements for 2021
March 21st, 2022
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Business Tax Services |
Tax
The IRS has announced additional relief for pass-through entities required to file two new tax forms — Schedules K-2 and K-3 — for the 2021 tax year. Certain domestic partnerships […]
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Establish a Tax-favored Retirement Plan
March 21st, 2022
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Financial & Retirement Planning |
High Net Worth |
Tax
If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions. For example, […]
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Keeping Meticulous Records is the Key to Tax Deductions and Painless IRS Audits
February 16th, 2022
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Tax
If you operate a business, or you’re starting a new one, you know you need to keep records of your income and expenses. Specifically, you should carefully record your expenses […]