Tax Planning
Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!
With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March ...
Read More →
NEWS ALERT: Coming Tax Law Changes May Effectively Eliminate the Deduction for Charitable Contributions – Consider Making Your Charitable Gifts Before 2017 Ends!
People who regularly make charitable contributions generally expect that those contributions will be deductible on their income tax returns. However, some of the currently proposed ...
Read More →
NEWS ALERT: With Revenue Procedure 2017-34, the IRS Effectively Allows a Two-Year Window for Portability Elections in Smaller Estates and Grants an Easy Second Chance at the Election for Some of Them
by Loraine M. DiSalvo - Prior to 2010, the federal estate tax exemption (now known more commonly as the “Basic Exclusion Amount”) was a use-it-or-lose-it ...
Read More →
NEWS ALERT: Another Important IRS Filing Due by May 1, 2017, for Those Involved with Conservation Easements (IRS Notice 2017-10)
The Internal Revenue Service (IRS) has moved to put a yield sign in front of anyone wanting to invest in a syndicated conservation easement to ...
Read More →
Request a Consultation
Thank you for completing our consultation form.
