Financial Planning Tips for December 31, 2019

The end of the year is almost upon us. While the CPAs at Naden/Lean are preparing for tax season, our clients and their families can use this time to wrap up financial loose ends. Some items on this list are obvious and most taxpayers know to look out for them, like charitable contributions and maxing … Continued →

2019 Year-End Tax Planning for Estates and Trusts 

If you’ve been putting estate planning on the back burner, you’re not alone. Only 40 percent of Americans have a will or a trust, according to a recent survey. That leaves the remaining 60 percent without any legal say in how their assets are distributed after death.  Most individuals point to procrastination as their top … Continued →

Year-End Tax Planning: Estate and Gift Planning

Have you started thinking about your year-end tax planning yet? Don’t worry; most people aren’t. One area that can require lengthy and careful planning are estates and gifts, and that’s why we recommend looking at your options early. The Tax Cuts and Jobs Act increased the estate and gift tax exemption beginning in 2018 to … Continued →