Article: Estate Planning Lessons From Celebrities
The wealth and notoriety that celebrities possess often amplifies the costs and issues that arise from an estate plan that was either...
top of page
WEALTH iQ
Tax Law Changes for Real Estate Investors
Impact of Tax Law Changes on Real Estate Investments The Tax Cuts and Jobs Act of 2017 has tax professionals working overtime in order to...
Changes to Charitable Donation Tax Rules
Changes to Charitable Donation Tax Deductions, Exemptions, and Exclusions The Tax Cuts and Jobs Act of 2017 retained seven tax brackets,...
Summary of Tax Cuts and Jobs Act
No doubt you’ve heard about the “Tax Cuts and Jobs Act,” the tax reform initiative that became law effective January 1st, 2018. While...
Understanding Donor-Advised Funds
A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is...
Strategies to Defer taxes
You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for...
bottom of page