The Internal Revenue Service announced on October 19, 2017 cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans,…
In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.
Sweeping changes made by the Tax Cuts & Jobs Act to individual, business, and trust & estate tax law require careful consideration and planning to avoid surprises at tax time.
Covers cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
For philanthropic taxpayers, a unique tax planning opportunity exists when donations are sourced from IRA funds.