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A skilled estate planner can utilize trusts, properly timed gifts, insurance policies, and donations to minimize the taxes owed.

November 3, 2019

Taxes & Your Inheritance

A skilled estate planner can utilize trusts, properly timed gifts, insurance policies, and donations to minimize the taxes owed.
January 6, 2019

Other New Tax Provisions

This article summarizes several other changes made to the tax code in its first major overhaul since 1986.
December 27, 2018

IRS Changes for 2018 Taxes

The Internal Revenue Service (IRS) has announced important changes of tax-related provisions for 2018. Here's a summary.
January 4, 2017

2017 Tax Law Changes and You

Signed into law on December 22, 2017, the Tax Cuts and Jobs Act of 2017 contained several provisions that affect the majority of Americans, especially seniors.