Filing Guide for First-Time Taxpayers
Filing taxes is one of life’s responsibilities that we simply cannot avoid. At some point, we all file taxes on our own. Filing a tax return for the..
Read More
State and Local Sales Tax Rates, 2023
Key FindingsForty-five states and the District of Columbia collect statewide sales taxes.Local sales taxes are collected in 38 states. In some cases, ..
Read MoreIs a Senior Life Settlement Right for Me?
As a retiree, you are likely hoping to enjoy your “Golden Years” without having to worry about finances. If you are concerned that may not be the..
Read MoreBottles, Diapers, and 7 Tax Benefits: Life with a Newborn
Updated for tax year 2022.There’s no doubting it — having kids is expensive. Between paying for diapers, daycare, and many other baby supplies, new..
Read MoreHow Itemized Deductions Work
Don’t worry – the IRS doesn’t want to tax every last cent you earn.In fact, the department offers a standard deduction — a gift! — to all taxpayers..
Read MoreThere’s Still Room for Responsible State Income Tax Relief in 2023
Forty-three states adopted tax relief in 2021 or 2022—often in both years—and of those, 21 cut state income tax rates. It’s been a remarkable trend,..
Read MoreUnderstanding the Annual Exclusion
For many people, a successful estate plan needs to limit exposure to federal and/or state gift and estate taxes. Failing to incorporate tax avoidance ..
Read MoreDependents & Your Taxes
Claiming a dependent on your tax return can help save a lot of money each year. Some taxpayers may be unsure about who qualifies as a dependent,..
Read More2023 VAT Rates in Europe
More than 170 countries worldwide—including all European countries—levy a Value-Added Tax (VAT) on goods and services. As today’s tax map shows, EU..
Read MoreNew Year, New Financial Goals (And How to Stick to Them)
Did your New Year’s resolution involve saving more money? If so, you’re not alone. Here are some tips for spending less in 2023 and the little things ..
Read More-
How lifetime gifting can affect estate administration
-
Can You Receive an Early Inheritance from an Indiana Trust?
-
Pet Planning in Your Indiana Estate Plan
-
Partial Trust Distributions in Indiana