Estates & Trusts

First Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates. Business Valuations Newsletter – March 28, 2019 Construction Newsletter –…

The 2018 gift tax return deadline is almost here

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine…

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…

Careful tax planning required for incentive stock options

Incentive stock options (ISOs) are a popular form of compensation for executives and other employees of corporations. They allow you…

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…