Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Estate and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
IRA Contribution
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...
Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
Advantageous Exemptions
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman, Esq
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...
Highest Federal Income Tax Rate
Do you know what the highest federal income tax rate was? Be sure to check back next week to see...
The Best Time for Low Basis Transfers?
Now might be the best time to make some low basis transfers while the market is still on the rise. ...