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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U.S. House Passes the Build Back Better Act
November 22nd, 2021
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Tax
The U.S. House of Representatives passed a crucial part of President Biden’s agenda by a vote of 220-213 on November 19. The Build Back Better Act (BBBA) includes numerous provisions […]
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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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Businesses Must Navigate Year-end Tax Planning with New Tax Laws Potentially on the Horizon
November 11th, 2021
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Business Tax Services |
Tax
The end of the tax year is fast approaching for many businesses, but their ability to engage in traditional year-end planning may be hampered by the specter of looming tax […]
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Potential Tax Law Changes Hang Over Year-end Tax Planning for Individuals
November 10th, 2021
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Tax |
Tax Credits
As if another year of the COVID-19 pandemic wasn’t enough to produce an unusual landscape for year-end tax planning, Congress continues to negotiate the budget reconciliation bill. The proposed Build […]