Taxes
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
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529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
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RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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Remote Workers Beware: Double Income Taxation Looms
Remote workers may face the unexpected burden of double income taxation based on their work location. This issue arises when employees work remotely from a state [...]
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Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
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Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
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Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers and subsequent tax payments. [...]
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Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
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The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
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Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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