Exposure Strategies & Plans
Limit tax exposure and establish plans to get the most from your income and assets.
Biden Administration Update: Potential Tax Plans with a Democratic Controlled Congress
With the Georgia Senate runoff elections in the rear-view mirror, Democrats will control both the White House and Congress for the first time since the 2010 midterms.
Top 10 Year-End 2020 Tax Planning Ideas for Businesses and Business Owners
Year-end tax planning for 2020 takes place against the backdrop of legislative changes that occurred in late 2017 from The Tax Cuts and Jobs Act (TCJA) and a number of tax provisions for small businesses under the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act").
Top 10 Year-End Planning Ideas 2020 for Individuals
Year-end tax planning for 2020 brings upon new challenges as we consider flexibility in being able to change the tax planning course if there is a change in administration with the coming election.
2020 Presidential Election: Where Do the Presidential Candidates Stand on Taxes?
Tax policy is almost always an important topic in presidential elections, and 2020 is no exception.
Legislative Update: The CARES Act of 2020
The CARES Act is the most substantial federal legislation to pass in response to the coronavirus pandemic. It contains several notable changes that impact individual financial plans, which are outlined here.
Legislative Update: The SECURE Act and Elimination of the Stretch IRA
Just when we thought that we were going to finish out the year 2019 without any major tax law changes, some significant retirement savings reform legislation was signed by the President on December 20, 2019.
Making Florida Your Domicile
Sunshine, beaches, attractive housing options—it is no wonder that Florida is one of the most popular places to live in the U.S.
Home Acquisition Interest and Home Equity Interest Changes
The Tax Cuts and Jobs Act (TCJA)’s influence on home acquisition and equity interest is significant for high-net-worth individuals who will consider buying, building, or improving their residence after 2017.
Planning for the New Qualified Business Income (Pass-Through) Deduction
The new qualified business income deduction provision in the Tax Cuts and Jobs Act (TCJA) gives a 20% deduction for qualified business income.
Where Have All the Deductions Gone?
You don’t need to remember Pete Seeger’s iconic folk song about flowers and war to realize many former income tax deductions are now pushing daisies in the graveyard created by the Tax Cuts and Jobs Act (TCJA) of 2017.
The Implications for Estate Planning
Under the recently enacted Tax Cuts and Jobs Act (TCJA), many people will find that they’re not subject to federal estate taxes, because their estates are worth less than the new exemption equivalent amount.
Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)
Looking to trim your tax bill? Contributing the maximum amount to your 401(k) can help lessen your taxable income.