Charitable planning has always been an important aspect of estate planning and tax planning. Now a new Indiana tax credit has gone into effect..
“Tis the Season to be Charitable – and to Earn Indiana Tax Credits
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tax planning and estate planning
A Good-to-Hear Message from the IRS
The IRS has announced increases in tax exemption amounts.
‘Tis the Season to Think About the 5 Taxes That Can Affect Your Estate
There are five kinds of taxes that can affect your estate..
SECURE 2.0 – It Could Be of Great Benefit
The newest law, SECURE 2.0 contains several boosts for higher income people.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
The American Families Plan – Certain Families Have Cause to Worry
Certain families have cause to worry about the American Families Plan proposed by President Biden.
When Paying Taxes Isn’t a One-Time-a-Year Task
“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...
