March 11, 2025
3 mins read
14 Views
Portability is an important yet often overlooked aspect of federal gift and estate tax planning. It allows a surviving spouse to make use of their..
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March 11, 2025
6 mins read
8 Views
Updated for tax year 2024. Are you ready for a new set of wheels? A new vehicle is a significant expense […]The post Buy or Lease? An In-Depth Look..
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March 6, 2025
3 mins read
23 Views
If you recently learned that you were appointed to serve as the Trustee of a trust, and have never served in the position before, you may be feeling..
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February 27, 2025
3 mins read
36 Views
When an individual passes away, their assets, including any real estate, usually go through the legal process known as probate. This process can..
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February 25, 2025
8 mins read
42 Views
Getting married changes many aspects of your life, including how you file your taxes. Choosing the right tax filing status […]The post Filing Taxes..
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February 25, 2025
4 mins read
113 Views
When your estate includes substantial assets, minimizing federal gift and estate taxes should be a key consideration in your estate plan. Although it ..
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February 20, 2025
3 mins read
56 Views
National Love Your Pet Day, celebrated on February 20th, is a perfect opportunity to celebrate the animals that bring joy and companionship into your ..
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February 18, 2025
4 mins read
60 Views
Every February, American Heart Month serves as a crucial reminder of the importance of heart health given that heart disease remains the leading..
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February 14, 2025
8 mins read
75 Views
If you’re a small business owner considering the S corp route, IRS Form 2553 is the key to electing S […]The post Your Guide to Filing Form 2553:..
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February 13, 2025
6 mins read
66 Views
If you’ve sold stocks, cryptocurrency, real estate, or other investments in the past tax year as an individual taxpayer, you […]The post How to Use..
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