News & Insights
Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning
November 15th, 2021
|
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 […]
READ MORE
Planning for Year-End Gifts with the Gift Tax Annual Exclusion
October 22nd, 2021
|
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 […]
READ MORE
How to Plan for Succession: Paving the Way for Continued Prosperity
September 17th, 2021
|
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 […]
READ MORE
House Ways and Means Committee Releases Initial Tax Proposals
September 16th, 2021
|
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 […]
READ MORE
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
|
Estate Planning |
Financial & Retirement Planning |
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 […]