Personal Taxes Archives - Page 2 of 8 - Diamond & Associates CPAs

Estate Planning Primer Part 2: The steps to successful estate planning

by diamondcpas | Jun 10, 2021 | Estate Planning

As you consider developing an estate plan, whether your goal is to provide for your family, protect assets, prepare for end-of-life decisions or, perhaps, some combination of all these, there are a number of steps to consider. Of course, it is always advisable to...

Trusts Part 1: Is there a role for trusts in my estate plan?

by diamondcpas | May 26, 2021 | Estate Planning

Although the public perception of trusts is often as only for the wealthy, trusts can help many people achieve diverse financial goals. To better understand why you might want to incorporate a trust into your estate planning, you need to know what a trust is and the...

Estate Planning Primer Part 1: Have a plan

by diamondcpas | May 12, 2021 | Estate Planning

Whether you realize it or not, you need an estate plan. There is a perception that estate planning is for older folks with substantial assets and family members they want to leave their estate to. But, financial experts agree, that is just not the case. Estate...

Options to consider when inheriting a house

by diamondcpas | Apr 28, 2021 | Personal Taxes

When a parent, relative or close friend leaves a house to a child or loved one, it can sometimes be a “mixed blessing.” While the intention is certainly a good one, whether the “gift” is a benefit depends on a wide range of matters. Is the house in good condition? Is...

What’s better than a large refund?

by diamondcpas | Mar 18, 2021 | Personal Taxes

If you think a large tax refund is a good thing, you may want to reconsider. Why would you want to let the federal government control your money when you could be putting that money to work for you? By better managing your withholding taxes, you can stop overpaying...

Preparing for Capital Gains Tax Increases in 2021

by diamondcpas | Mar 3, 2021 | Personal Taxes

As we take a deeper look at anticipated tax policy changes in 2021, there seems to be no doubt that this year will see a hike in the capital gains tax. Taxpayers should not only be fully aware of these soon-to-come increases, they should also know how to prepare for...

Estate Planning Primer Part 2: The steps to successful estate planning

Trusts Part 1: Is there a role for trusts in my estate plan?

Estate Planning Primer Part 1: Have a plan

Options to consider when inheriting a house

What’s better than a large refund?

Preparing for Capital Gains Tax Increases in 2021

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