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  • About
    • Team
    • Careers
  • Services
    • Accounting & auditing
    • Business Consulting
    • Employee Benefit Plan Audit
    • Integrated Services
    • Litigation Support
    • Tax Services
    • Trust and estate Services
  • Industries
    • Construction
    • Family Offices & High Net Worth Families
    • Family Owned Businesses
    • Long Term Care
    • Manufacturing & Distribution
    • Non-Profit & Government
    • Professional Services
    • Real Estate
    • Retail
  • Resources
    • Blogs
    • Calculators
    • Isdaner Insights
    • Online Tax Guide
    • Presentations
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    • Top Tax Tips
  • News
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Family Office & High Net Worth Families Blog

Educate Yourself About the Revised Tax Benefits for Higher Education

March 2, 2021

Attending college is one of the biggest investments that parents and students ever make. If you or your child (or…

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When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…

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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…

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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…

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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…

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Year-End Tax Planning for Individuals

October 20, 2020

2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an…

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Scholarships: Tax Free or Taxable?

October 4, 2020

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even…

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Family Business Tax-Saving Moves In The Covid-19 Era

September 2, 2020

Many family businesses have been adversely affected by the novel coronavirus (COVID-19) pandemic. But there’s a silver lining: Proactive tax…

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Take Advantage of “Stepped Up Basis” When You Inherit Property

August 3, 2020

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for…

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What qualifies as a “coronavirus-related distribution” from a retirement plan?

July 1, 2020

As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain…

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