Tag: individual tax

Trump vs. Biden Tax Plans
Comparing Trump & Biden’s Potential Tax Policies

Side-by-side snapshots of current and potential future tax policies of President Trump and Vice President…

Read More
Accelerate Income to Reduce Tax Liability
Strategies to Accelerate Income and Lower Your Total Tax Liability

As 2020 winds down, it’s time to consider year-end planning. Here are some tips for…

Read More
ING Trusts for Tax Planning
Incomplete Non-Grantor (ING) Trusts for Effective Tax Planning

The incomplete non-grantor (ING) trust is a self-settled, asset protection trust that provides income tax…

Read More
Family Wealth Planning
Family Wealth Planning in a Time of Uncertainty

The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…

Read More
Individual Impact of CARES Act
Individuals: What You Need to Know About the CARES Act

Summarizing key provisions of the CARES Act impacting individuals including recovery rebates, retirement plan withdrawals…

Read More
What Does the CARES Act Mean to Your Mobility Program?

Will your relocated employees actually receive stimulus checks via the CARES Act? They are to…

Read More
Breaking Down Section 4001 of the CARES Act
CARES Act Signed Into Law to Provide COVID-19 Relief

Key provisions of the Coronavirus Aid, Relief and Economic Security (CARES) Act, which provides relief…

Read More
Tax Extension Frequently Asked Questions
FAQ: Federal Tax Filing & Payment Extension

Summary of IRS frequently asked questions to provide additional clarification and guidance regarding the application…

Read More
April 15th Tax Deadline Delayed to July 15th
IRS Extends Federal Tax Filing Deadline to July 15th

The tax filing deadline was officially extended to July 15th, giving individual, trust and corporate…

Read More
Treasury Delays April 15th Tax Deadline
Updated: U.S. Treasury Delays April 15th Tax Payment Deadline

The IRS will suspend penalties and interest for up to 90 days for payments related…

Read More