3 strategies for tax-smart giving

  • August 16, 2016
  • Tax

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes. For 2016, the lifetime gift and estate tax exemption…

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Extension Is Not A Four Letter Word

Extension is Not a Four Letter Word

  • March 22, 2016
  • Tax

Filing for an extension on a tax return often gets a bad rap.  Yes, in a perfect world, everyone’s tax returns would be filed timely and accurately by April 15. But we don’t live in a perfect world. The information…

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3 Income-tax-smart Gifting Strategies

3 income-tax-smart gifting strategies

  • March 15, 2016
  • Tax

3 income-tax-smart gifting strategies If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help…

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