What to do First When a Loved One Dies?
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When a loved one passes away, the tasks to be accomplished can seem overwhelming. This article provides a brief overview of some initial steps to consider when a loved one dies.
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Remember to Reconcile Advance Child Tax Credit Payments on Your 2021 Tax Return
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If you received 2021 advance Child Tax Credit payments, your 2021 income tax return must reconcile the advance payments you received with the total amount for which you are eligible. Today’s blog post reviews key points you should be aware of before doing so.
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Tax Outlook for 2022
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A new year means increased exemption amounts and updated tax brackets. Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges on high income earners and irrevocable trusts. Strategic planning may help minimize these taxes.
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Increased Taxes May be Near for Irrevocable Non-Grantor Trusts
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Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges starting at just $200,000 of income for irrevocable non-grantor trusts, while individuals would not be subject to the surtax until their incomes reached much higher levels ($5 mil
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All the Buzz about B Corps
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As we enter the holiday shopping season, you may notice some businesses advertising that they are “B Corps”. Are B Corps just a marketing gimmick, or are there real tax, legal and business advantages to them?
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Special Charitable Deduction Extended For 2021: Deduct Up To $600 Without Itemizing
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Taxpayers can deduct up to $300 per person ($600 per couple) for qualified charitable cash donations in 2021, even if you don’t itemize.
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