Tax Planning Archives - Page 2 of 3 - Central Trust Company

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…

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.

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.

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.

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.

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.

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.

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.