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…
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing businesses and non-profits across the United States.
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing individuals across the United States.
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.
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 can be complicated and daunting – and may bear substantial tax consequences.
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.