2019 Year-End Tax Planning for High Net Worth Taxpayers 

Are you worried that you might be hit with a big tax bill at the beginning of next year? If you aren’t sure of your personal tax situation, it’s time to have a conversation with your CPA. You still have options, but it’s best to act before the end of 2019. Talking with your tax … 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 →