Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A. Lloyd, Sr.
Potential Estate Tax by Robin A. Lloyd, Sr.
Will a potential $3.5 million Estate Tax exemption affect you? If so, updated planning maybe required.
Potential Estate Tax Exemption
Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe required. Robin A. Lloyd, Sr.
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 if you are correct. #TuesdayTip
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of your AGI if you are at least 59 1/2 and you make it from your IRA in 2020. Talk to your tax advisor. #TuesdayTip
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your Estate Planning documents? #TuesdayTip
Getting Through This Time Together
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were evacuated from our office for four months. Through necessity, we worked remotely. Our ability to complete our tasks for our clients was amazing. Many of our clients are asking what we are doing during the […]
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip