News & Insights
Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning
November 15th, 2021
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Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Tax |
Wealth Management |
High Net Worth |
Small & Midsize Businesses
The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, mainly due to the COVID-19 pandemic, many amounts increased considerably […]
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How to Plan for Succession: Paving the Way for Continued Prosperity
September 17th, 2021
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Estate Planning |
High Net Worth |
Strategy and Planning |
Succession Planning |
High Net Worth
Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]
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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
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Estate Planning |
Financial & Retirement Planning |
High Net Worth |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]
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2021 Child Tax Credit Updates & Advance Payments
July 2nd, 2021
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Business Tax Services |
Tax |
Tax Credits |
High Net Worth
The American Rescue Plan Act (ARPA) of 2021 added several significant changes to the Child Tax Credit for 2021. Some of the changes include: Increasing the credit from $2,000 to […]
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Tax-Favored Ways to Build Up a College Fund
July 2nd, 2021
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Business Tax Services |
Financial & Retirement Planning |
Tax |
High Net Worth |
Nonprofit |
Small & Midsize Businesses
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]