The newest law, SECURE 2.0 contains several boosts for higher income people.
tax planning and estate planning
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...