Selling mutual fund shares: What are the tax implications?
For tax purposes, the rules involved in selling mutual fund shares can be complex. If you sell appreciated fund shares that you’ve owned for more than >>
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What estate planning strategies are available for non-U.S. citizens?
Are you, or is your spouse, a non-U.S. citizen? If so, several traditional estate planning techniques won’t be available to you. However, if you’re a U.S. >>
Is your organization passing up COVID-19 related tax breaks?
Is your organization passing up COVID-19 related tax breaks? Possibly. Even as the pandemic wanes, Sec. 139 of the Internal Revenue Code remains in effect. It >>
IRS – Voice or Chat Bot
The next time you contact the IRS, your call or online text might be received by a voice or chat bot. The IRS is now employing >>
Defined-value gifts: Plan carefully to avoid unpleasant tax surprises
For 2022, the federal gift and estate tax exemption has reached its highest level ever. In fact, you can transfer up to $12.06 million by gift >>
Don’t Ignore the Lesson 2020 Taught Us
If you are like most people, you are eagerly awaiting the time when we can put 2020, COVID, and everything that came with it, in the >>
5 ways to control your business insurance costs
Common sense dictates that every company, no matter how small, should carry various forms of business insurance. But that doesn’t mean you should pay unnecessarily high >>
Owning real estate in more than one state may multiply probate costs
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why? >>
Smooth sailing: Tips to speed processing and avoid hassles this tax season
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax season, here are three quick tips to help >>
Did you give to charity in 2021? Make sure you have substantiation
If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the donations. But what happens if you >>
