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 Estate Planning
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 ...
Learn MoreOctober 31, 2014 |
Annual Estate Plan Review: A Smart Decision
Having all the documents in line for your current needs is crucial for your short and long term planning, but it’s just as important to ...
Learn MoreOctober 30, 2014 |
Tax Return Requirements for Nonresidents with U.S. Assets
Individual nonresidents in the U.S. may be subjected to estate taxes under U.S. regulations if the individuals owned U.S. assets. There are several different items ...
Learn MoreOctober 30, 2014 |
On The Same Page: Preparation for Estate Plan Heirs
Failing to plan comprehensively can be a big downfall for a modern estate plan. There’s more involved than just putting your own documents together, though. ...
Learn MoreOctober 28, 2014 |
Profit or Hobby: Understanding Tax Consequences of IRS Determination
Section 162 of the U.S. tax code is critical for individuals who work for themselves in a variety of occupations. When a taxpayer can demonstrate ...
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<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
