» Income Tax Planning

How Does the New Tax Cut and Jobs Act Affect You?

January 11th, 2018
The new Tax Cut and Jobs Act, which makes broad changes to the income and estate tax codes, will have a significant impact on many taxpayers.  Because it is so new and so complex, it will be some time before tax professionals fully understand those… Read More
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Categories: 529 Plans, ABLE accounts, Deductible Home Equity Loan Interest, Deductible Medical Expenses, Estate Tax Planning, Income Tax Planning, Tax Cuts and Jobs Act

THE NEW FOCUS OF ESTATE PLANNING RIGHT NOW IS INCOME TAXES

December 18th, 2015
Over the last two decades, changes in the estate tax laws have caused a great shift in the focus of estate planning.  At one time, the primary issue was avoiding a 55% estate tax rate on a relatively modest level of assets.  For example, in 1995 th… Read More
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Categories: Blog, Capital Gains Tax, Estate Exclusion, Estate Planning, Estate Tax Planning, Income Tax Planning, Irrevocable Trust, Portability Election

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