Posts

Tax Saving Moves to Improve Your Tax Situation
Since 2018 is coming to a close now is the time to take action to proactively reduce your tax liability before the new year. Included are a few strategies that may help with your tax situation:
Harvest stock losses while substantially…

Estate and Gift Tax 2018 Inflation Adjustments
On October 19th, the IRS issued Revenue Procedure 2017-58, the annual inflation adjustments for 2018 for many tax provisions, including exemptions for estate, gift and generation-skipping transfer (GST) taxes as well as the annual exclusion…