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
A Good-to-Hear Message from the IRS
The IRS has announced increases in tax exemption amounts.
For Business Owners, Estate Planning Just Became a Step More Complex
The recent Supreme Court ruling in Connnelly V. United States means that owners of closely held business interests should revisit their tax and estate planns.
Possibly Beneficial Beneficiary Ploy
Roth conversions, charitable planning, and beneficiary designations are all considered in an effective overall estate plan.
‘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.
Reap-Your-Taxes-While-Ye-May Estate Planning
2020 year end planning may offer some not-to-be repeated opportunities to take advantage of current low income tax rates and CARES Act provisions.
Can the Tax Torpedo Affect Your Estate Plan?
While we offer no direct tax advice at Geyer Law, collaborating with our clients’ tax advisors in arriving at a coordinated plan, we’re always alert for threats and opportunities that affect estate planning… They’ve dubbed it the “tax torpedo”, referring to extra...
