Tax Considerations for the Estate Planning Process

When estate planning, don’t forget to consider the tax considerations. Do not transfer assets with gains from an older generation to a younger generation without tax and step-up basis considerations.  These rules vary from state to state and can be very complex to decipher.  This is yet another reason why working with an advisor who [...]

2022-01-17T22:46:16+00:00January 17th, 2022|Estate Planning, Taxes & Tax Planning|

Watch Out for Scams During Tax Season

Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole new world of criminal activity. While there’s not much we can do to stop these threats entirely, there are certainly ways that we can all [...]

2021-05-11T19:28:48+00:00May 11th, 2021|Fraud Protection, Taxes & Tax Planning|
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