When it comes to deciding whether you need an accountant or a financial advisor, the answer is, you likely need both. Each of these specialists in money management has unique skills and knowledge that, when used in tandem, can be very beneficial to your financial...
Let’s discuss Spousal Lifetime Access Trusts, otherwise known as SLATs. Establishing one can be complex and designing one to meet your particular needs will most certainly require an estate planning expert, but doing so could be quite beneficial for your financial...
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...
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...
The new year brings with it some tax changes from the IRS, but far fewer than we saw with the Tax Cuts and Jobs Act of 2017, say tax advisors. From higher education credits to contribution limits and income caps for retirement accounts, and exemptions from gift and...
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