End of Year Trust Checklist
If you have a Trust, be sure to review the list of items below: Review your Trust document. Things change...
Remember your Gift Tax Returns
If you have made considerable gifts to individuals, be sure to remember to file your gift tax returns. The IRS...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
Disclaiming an IRA
If you inherit an IRA that has a contingent beneficiary, you do have the option to disclaim it. All funds...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Protect your Investment
If you are taking advantage of the benefits of becoming a Florida resident, be sure to protect your investment. Your...
Happy New Year!
With many possible impending changes on the horizon, don’t forget to keep an eye out for changes that may impact...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. “Loss Harvesting” might be something to consider. ...