Managing Newly Acquired Wealth
While your chance of winning the lottery is extremely small, the challenges associated with managing a large influx of money are actually quite common.
Selling a Business – Tax Planning Considerations for the Seller
Selling a business can be complicated and daunting – and may bear substantial tax consequences.
Ask a Trust Officer – How to Survive Tax Season
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.
2018 Year-End Tax Planning Considerations
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.
IRS Announces 2019 Retirement Plan Contribution Limits
Covers cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
Qualified Charitable Distributions From IRAs
For philanthropic taxpayers, a unique tax planning opportunity exists when donations are sourced from IRA funds.
IRS Announces 2018 Retirement Plan Contribution Limits
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,…