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Year-End Moves for Charitable Donations

November 2, 2020

‘Tis almost the season for charitable giving. Besides helping a worthy cause, your donations may qualify for a festive write-off…

Year-End Tax Planning Moves for Small Businesses

October 20, 2020

If you own a business, consider the following strategies to minimize your tax bill for 2020. Net Operating Losses (NOLs)…

Business Vehicle Purchases: What is deductible for 2020?

October 4, 2020

Purchases of new and used business vehicles may qualify for tax breaks under current tax law. If you need a…

Tax Implications of Holding Precious Metal Assets in Your IRA

January 6, 2021

Given today’s stock market valuations and historically low-interest rates on fixed-income investments, some IRA owners may be interested in moving…

Taking Distributions From a Traditional IRA

December 2, 2020

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and…

Why It’s Important to Plan for Income Taxes as Part of Your Estate Plan

November 2, 2020

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to…