News & Insights
How Will Revised Tax Limits Affect Your 2022 Taxes?
January 19th, 2022
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High Net Worth |
Tax
While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s because some tax figures […]
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Are You Eligible for a Medical Expense Tax Deduction?
January 19th, 2022
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High Net Worth |
Tax
You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on your tax return? It’s possible but not easy. Medical expenses can be […]
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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 […]