Blogs

GENERAL TIPS

Isdaner_Website_Images_Featured_Resources_Landing_PressRelease

FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

high-net-worth

CARES Act Provides 4 Possible Reasons to File an Amended Return

May 1, 2020

The $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act delivers good news to individuals and businesses, including valuable…

CARES Act provides COVID-19 pandemic relief to businesses

April 1, 2020

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) represents the third phase of Congress’s legislative efforts to address…

House passes bill to provide coronavirus relief; Senate expected to act this week

March 17, 2020

Several arms of the federal government have taken, or are weighing, significant steps to help the country deal with the…

Now may be a good time for a Roth Conversion

May 1, 2020

The coronavirus (COVID-19) outbreak is causing havoc in the global markets and the U.S. economy. In today’s uncertain marketplace, it’s…

Higher Income Taxpayers Open the Door to a Roth IRA

April 1, 2020

If you expect to be in a relatively high tax bracket during your retirement years, you should consider pumping as…

Understanding Taxes Owed on Traditional IRAs Withdrawals 

March 2, 2020

If you own one or more traditional IRAs, you will probably take some withdrawals sooner or later. These withdrawals are…

Review Financial Statements Critically

February 4, 2020

Corporate financial statements should not necessarily be taken at face value. While the financial statements of public companies must be…

The Benefits of Charitable Remainder Trusts

January 7, 2020

A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust’s term is…

What are the Main Reasons People Create Trusts?

December 4, 2019

People create trusts for various reasons. Two significant reasons are to: Avoid probate; or Pay less in federal and/or state…

Save on Taxes While Doing Good

November 1, 2019

If you own assets that have appreciated significantly over the years, you may be able to profit more by giving…

Tax Court: Trusts can Qualify for the Beneficial Real Estate Pro Rule

October 2, 2019

Many rental real estate owners incur tax losses, often due to depreciation write-offs. However, your ability to actually deduct those…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…