"Is your retirement plan based on Social Security fact or fiction?" a Kiplinger article asks, citing statistics showing that, while 9 in 10 Americans over age 65 receive Social Security benefits, few understand how to claim those benefits most effectively. As just one...
While we do no tax preparation at Geyer Law, we like to keep our blog readers updated on changes in the law. We love it when we can be the bearers of good news for our readers and clients! An important deadline is coming up just a week from today: The recently passed...
Charitable planning has always been an important aspect of estate planning and tax planning. Now a new Indiana tax credit has gone into effect..
The IRS has announced increases in tax exemption amounts.
There are five kinds of taxes that can affect your estate..
The newest law, SECURE 2.0 contains several boosts for higher income people.
Many year-end tax planning decisions impact and are impacted by your estate plan.
Certain families have cause to worry about the American Families Plan proposed by President Biden.
“For many retirees, paying taxes isn’t a one-time-a-year task”, a recent issue of Kiplinger’s Retirement Report points out. Even after taking care of their 2018 tax return, many seniors will need to work on their Form 1040-ES to pay estimated 2019 taxes, with the...
