Uncertainty vs. Certainty of Death and Taxes
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
2020: The World Reshaped
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
2020 YEAR-END TAX PLANNING CONSIDERATIONS & A LOOK TOWARDS THE FUTURE
By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…
COVID-19 Legislative Relief: Tax Implications for Businesses
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing businesses and non-profits across the United States.
COVID-19 LEGISLATIVE RELIEF: Tax Implications for Individuals
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing individuals across the United States.
SECURE Act: New Challenges & Planning Opportunities
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
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.