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It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31Proquility Private Wealth Partners -
Depending on the economy and the election, they could be on the chopping block as soon as 2021.
August 26Cresset Asset Management -
The Internal Revenue Service is giving taxpayers a break if the checks they mailed in to pay their taxes still haven’t been opened up yet and are sitting in the trailers the IRS set up during the pandemic.
August 17 -
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20The TOLI Center East -
A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.
March 31 -
The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.
March 25 -
Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.
March 13 -
Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.
February 26 -
They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.
February 11 -
As the wealthy often sidestep estate taxes, one law professor offers a code change that forces heirs to pay income and payroll taxes on all inheritance.
January 30