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Category Archives: Tax Planning

Joint Bank Accounts Can Be Problematic for Crises

Establishing joint accounts that are used by both children and parents can seem like the most effective way to handle financial emergencies or to step in if someone needs assistance with their finances as they get older. But this can … Continue reading

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Tax Planning Tips to Remember as You Approach the End of the Year

An uncertain legislative and tax environment should be prompting you to analyze all tax opportunities as you look forward to 2018. There are several different things you can incorporate into your planning considerations for 2017 as an individual. These include: … Continue reading

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Caregivers Can Use Checklist For Loved One’s Legal Affairs

Caregivers have so very many responsibilities toward their loved ones, but some may not realize that keeping track of their legal affairs is almost on a par with watching out for their physical health, a recent article on the website … Continue reading

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List Of ‘Where Not To Die’ Updated For 2015

In the somewhat macabre Forbes magazine’s annual list of “where not to die in 2015,” some changes are noted over the recommendations for the current year. Since most people probably think there is no such thing as a good place … Continue reading

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Those With Offshore Accounts Facing More Scrutiny

Honesty is the best policy, but the best way of being honest with the Internal Revenue Service when it comes to offshore accounts isn’t always easy to discern. A recent article in Forbes magazine focuses of Credit Suisse officials pleading … Continue reading

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Tax-Free Gifts Flowed After Congress Changed The Law

A law passed late in 2010 has resulted in a quadrupling of tax-free gifts less than two years later, according to a recent item by Bloomberg News. Congress approved legislation that let wealthy Americans make gifts with no tax penalties … Continue reading

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Changes in the Law Change Where it’s Best to, Um, Die

Death may be a certainty, but the taxes attached to departing this veil of tears are anything but. “When it comes to state death taxes, nothing’s certain,” according to a recent article on Forbes.com. Entitled “Where Not To Die In … Continue reading

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How Healthy Are Your Finances? A Mid-Year Financial Check-up

One of our previous blog posts mentions upcoming changes to tax law this winter, and what further changes may be in store once November comes around and we know who will be in the White House next year. This could … Continue reading

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Changing Tax Law and the Presidential Campaign

Curiosity and excitement are always to be expected in an election year—especially curiosity about taxes. We all know that each presidential candidate has very different philosophies about where the tax burden lies, how much should be paid, and by whom; … Continue reading

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States are Looking at The Big Picture When It Comes to Taxes

In addition to a federal estate tax, most people can plan to pay an estate tax for their state of residence as well upon the distribution of a deceased loved one’s estate. These gift and estate taxes generate a significant … Continue reading

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