Articles & Publications

Tax Reform Series #3: Excess Business Losses

Our latest Tax Reform Advisor applies to excess business losses, which most directly relates to individuals and the deductibility of business losses from sole proprietorships and pass-through entities – S-corporations and partnerships. Background Previously, the rules for excess losses. Read More >>

Tax Insights: Wills and Living Trusts – Estate Planning Essentials

February 1, 2018 Tax Advisor

  Well-crafted, up-to-date estate planning documents are imperative for everyone. They also can help ease the burdens on your family during a difficult time. Two important examples: wills and living trusts. The will A will is a legal document. Read More >>

Tis’ The Season For Gifting: 5 Reasons to Consider Filing a Gift Tax Return

Gift Tax is one of the most misunderstood taxes for individuals. Most people think since they will never exceed the lifetime gift exemption ($5,490,000 for 2017) that they do not need to file a gift tax return, but there. Read More >>

Trusts 101: Understanding an Important Estate Planning Tool

January 15, 2015 Tax Advisor

  When people think about setting up a trust fund, they often think that trusts are only for the wealthy, which is not the case. Anyone can utilize a trust in their estate plan as an instrument to distribute. Read More >>

Are You Concerned About Paying Too Much Tax on Your Inherited Stock Sales?

  Have you recently inherited assets and are wondering how to preserve your inheritance in the face of complex tax issues?  Heirs need to be aware of a few estate tax implications associated with inheritance that can work in. Read More >>

Managing Trust Distributions to Minimize Overall Tax

  Trustees have a small window of opportunity to save potentially thousands in tax dollars if they act quickly by March 6, 2014.  Trust distributions have always been an important planning tool to maximize tax savings for trusts and. Read More >>