Topic: Estate Planning

Posts

Why You Should Consider a 529 Education Savings Plan

March 5, 2019Estate Planning, Tax Cuts and Jobs Act, Tax Planning

The Benefits of Bunching Charitable Contributions

December 27, 2018Individual Tax, Tax Planning

Year-End Tax Planning Opportunity: Deferring Income

December 20, 2018Individual Tax, Next Up Video, Tax Planning

Year-End Tax Planning Opportunity: Offsetting Capital Gains

December 17, 2018Individual Tax, Next Up Video, Tax Planning

Year-End Tax Planning Opportunity: Medical Expenses

December 12, 2018Individual Tax, Next Up Video, Tax Planning

How 2019 Cost-of-Living Adjustments May Impact You

December 10, 2018Cost of Living, Individual Tax, Tax Planning Michelle C. Shapiro

Year-End Tax Planning Opportunity: Choosing the Right Tax Deductions

December 6, 2018Individual Tax, Next Up Video, Tax Planning

How to Use a Net Operating Loss as a Tax Advantage for Your Business

August 14, 2017Business Tax, Tax, Tax Planning Christopher Souza

Could Private Placement Life Insurance Benefit You?

June 1, 2017Estate Planning, Family Office Services, Tax Planning Angela Garofalo

Donating Appreciated Stock Offers Tax Advantages

November 29, 2016Family Office Services, Tax, Tax Planning Angela Garofalo