November 13, 2014 |
Inflation Adjustments Impact 2015 Tax Benefits
The Internal Revenue Service recently announced inflation adjustments that will have an impact on more than 40 tax provisions. Some of the key impacts are ...
Learn MoreInflation Adjustments Impact 2015 Tax Benefits
The Internal Revenue Service recently announced inflation adjustments that will have an impact on more than 40 tax provisions. Some of the key impacts are worth noting for those who are engaged in the tax planning process. It’s critical to stay involved in your tax planning with reviews on at least a yearly basis simply because of the possible changes handed down from the federal level.
Although it’s a good guideline to always be in touch with strategies that could help maximize your assets and minimize taxes, check in with your tax planning specialist toward the end of the year so that your plans are structured appropriately for any incoming changes for the forthcoming tax year.
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Blogs for November 2014
November 12, 2014 |
End of Year Tax Question Roundup: Are Estate Planning Fees Deductible?
As we climb closer to the end of the year, many people are concerned with increasing tax deductible expenses. One of the common questions involves ...
Learn MoreNovember 10, 2014 |
Childless Couple? You Need Estate Planning, Too
Don’t make the mistake of thinking that you can skip out on essential estate planning just because you don’t have children. As a partner in ...
Learn MoreNovember 7, 2014 |
Holiday Review: Gifting and Gift Taxes
With the holidays right around the corner, many people are thinking about giving gifts but also about tying up their charitable donations as the tax ...
Learn MoreNovember 4, 2014 |
Fast Facts: Inheriting Books
When a loved one passes away, there are many valuables or assets that might be specially reference in the will or other estate planning documents, ...
Learn MoreNovember 3, 2014 |
Credit Shelter Trusts: Do I Need One?
Credit shelter trusts have a history of popular use with married couples because at its basis, this trust protects assets up to the federal estate ...
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