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Tax Planning

Tax planning is large part of your overall wealth management strategy and is important to knowing what to expect and how to avoid any tax surprises.

Tax Banner

2020 Year-End Tax Planning Considerations & A Look Towards the Future

  • December 22, 2020
  • Tax Planning

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…

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Legal Meeting

COVID-19 Legislative Relief: Tax Implications for Businesses

  • April 9, 2020
  • COVID-19, Tax Planning
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing businesses and non-profits across the United States.
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Tax Law Legal

COVID-19 LEGISLATIVE RELIEF: Tax Implications for Individuals

  • April 6, 2020
  • COVID-19, Tax Planning
Several emergency legislative measures have been enacted to help alleviate the personal and financial distress facing individuals across the United States.
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Elderly Couple

SECURE Act: New Challenges & Planning Opportunities

  • March 10, 2020
  • Estate Planning, Tax Planning
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.
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Managing Newly Acquired Wealth

  • December 27, 2019
  • Financial Planning Library, Investments, Tax Planning
While your chance of winning the lottery is extremely small, the challenges associated with managing a large influx of money are actually quite common.
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RPS Meeting

Selling a Business – Tax Planning Considerations for the Seller

  • May 15, 2019
  • Business Planning, Tax Planning
Selling a business can be complicated and daunting – and may bear substantial tax consequences.
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ATO-How-to-Survive-Tax-Season

Ask a Trust Officer – How to Survive Tax Season

  • January 9, 2019
  • Ask a Trust Officer, Tax Planning, Videos
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.
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Tax Form

2018 Year-End Tax Planning Considerations

  • December 6, 2018
  • Tax Planning
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.
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Retirement Couple in Car

IRS Announces 2019 Retirement Plan Contribution Limits

  • November 1, 2018
  • Tax Planning
Covers cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
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Donation Jar

Qualified Charitable Distributions From IRAs

  • October 9, 2018
  • Charitable Giving, Tax Planning
For philanthropic taxpayers, a unique tax planning opportunity exists when donations are sourced from IRA funds.
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Disclaimer

Products and services offered by Central Trust Company are not insured by the FDIC, are not deposits of or guaranteed by any depository institution or affiliate bank and are subject to investment risks, including possible loss of principal amount invested. Insurance products are available through and underwritten by non-affiliated insurance companies.

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