News & Insights

Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning

Facebook Twitter LinkedIn Email

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 […]

READ MORE

Planning for Year-End Gifts with the Gift Tax Annual Exclusion

Facebook Twitter LinkedIn Email

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the […]

READ MORE

How to Plan for Succession: Paving the Way for Continued Prosperity

Facebook Twitter LinkedIn Email

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 […]

READ MORE

House Ways and Means Committee Releases Initial Tax Proposals

Facebook Twitter LinkedIn Email

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups […]

READ MORE

Five Possible Tax Aspects of a Parent Moving into a Nursing Home

Facebook Twitter LinkedIn Email

If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications related to this life event. […]

READ MORE

Recent Posts