Estates & Trusts

M&A due diligence: Don’t accept financial statements at face value

The M&A market was hot last year, and that momentum is expected to continue in 2019. Before acquiring another business,…

What will your marginal income tax rate be?

While the Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates for 2018 through 2025, some taxpayers could…

10 New Year’s Resolutions to Improve Your Personal Financial Position

Have you ever kept a New Year’s resolution for the entire year? Every January, millions of Americans make promises to…

Estate Tax Planning Tips for Married Couples

For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from federal estate and…

Estate Tax Planning Tips for Single People

Estate planning is an important part of your overall wealth management strategy, especially if you’re unmarried. Single parents may worry…

Are You Eligible for the New Dependent Credit and HOH Filing Status?

The IRS continues to publish guidance to clarify provisions of the Tax Cuts and Jobs Act (TCJA). Here’s what you…

How Much Will Social Security Recipients Collect Monthly in 2019?

Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 67 million Americans will increase just 2.8% in…

Can You Have Too Much Tax Deferral?

Taking steps to defer your individual federal income tax bill is often a good idea. If you expect to be…

5 Ways to Boost Deductions for Charitable Giving

The holiday season is fast approaching. It’s the time when people traditionally make gifts to charities. Generally, year-end donations increase…

Free Credit Freezes and Fraud Alerts Are Here!

The Federal Trade Commission (FTC) just issued some FAQs explaining a new consumer protection law known as the Economic Growth,…