Aug 8, 2022 | Accounting, Advisory, Blog, Estate Planning, Tax
The 2022 tax year is well underway, and year end will be here before you know it. Now is a good time to take proactive steps to help reduce the current year’s tax bill. Here are some federal tax-planning strategies to consider. Managing Gains and Losses in...
Apr 26, 2021 | Blog, Estate Planning, Tax
While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...