Posts Tagged: Tax Planning

The 2020 Election and Estate Planning

A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now, not after the election. more >

Congress Passes Tax Overhaul for 2018

Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number of amendments to their bills to reach a compromise. Here’s a summary of the final changes. more >

Year-End Planning and Tax Reform

Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the current bills compare and what it means for your 2017 year-end tax planning. more >