News & Insights
Feeling Generous at Year-end? Strategies for Donating to Charity or Gifting to Loved Ones
November 22nd, 2021
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Estate Planning |
High Net Worth |
Tax
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic tax rules involved […]
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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
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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Planning for Year-End Gifts with the Gift Tax Annual Exclusion
October 22nd, 2021
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Estate Planning |
High Net Worth |
Tax
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 […]
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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
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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House Ways and Means Committee Releases Initial Tax Proposals
September 16th, 2021
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Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Tax
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 […]