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Major Tax Changes Are Coming in 2026. Are You Ready?
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. The TCJA has many
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. The TCJA has many
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a
With so many misconceptions around trusts, it’s easy to understand the confusion about the benefits of a revocable living trust. A living trust (also called
Losing a spouse can be an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly
UPDATE: In April 2024, the IRS again announced final regulations will be forthcoming and will apply (at earliest) to the 2025 distribution year. Individuals affected
Between the Biden tax plans and other bills already before Congress, it’s likely that some level of tax legislation will make its way into law
After selling your business, you may receive a lump sum in cash. Deciding how to allocate and invest the proceeds after selling your business is
If you’ve inherited a 401(k) from a parent, you likely have questions about your options for the account and the tax impact. Luckily, non-spouse beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
A will and a trust are two different estate planning tools. Consider a will like a high-level set of instructions for after you pass away.