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In today’s fast paced, connected world, everything has logins and passwords. The days of having a little scratch pad next to your computer with all your login information are gone. You need a password manager.
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A Donor Advised Fund (“DAF”), is simple, flexible and tax-efficient way to give to your favorite charities. As the fund Advisor, you (and your spouse) can make recommendations to the fund sponsor regarding what charities the funds are distributed to, when distributions are made, and what amounts ar
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When a loved one passes away, the tasks to be accomplished can seem overwhelming. This article provides a brief overview of some initial steps to consider when a loved one dies.
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If you received 2021 advance Child Tax Credit payments, your 2021 income tax return must reconcile the advance payments you received with the total amount for which you are eligible. Today’s blog post reviews key points you should be aware of before doing so.
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A new year means increased exemption amounts and updated tax brackets. Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges on high income earners and irrevocable trusts. Strategic planning may help minimize these taxes.
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Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges starting at just $200,000 of income for irrevocable non-grantor trusts, while individuals would not be subject to the surtax until their incomes reached much higher levels ($5 mil
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