Certifications: CPA, CFP®, ADPA®
Insights
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Capital Gains Tax Brackets: More Complicated Than You Think
For a long time, capital gains taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax code have introduced three capital gains tax brackets (0%, 15%…
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Understanding Estate Exemption Rules
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…
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Take Advantage of the Historically High Estate and Gift Tax Exemptions
With many current estate tax provisions due to expire in 2025, now is the time to proactively take advantage of historically high exemption amounts. No matter who wins the White House and Congress in 2024, rising federal deficits, unprecedented spending, and lower tax revenues could potentially mean higher taxes in the future. In such a…
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Why Tax Planning Matters
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future. This is…
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US House of Representatives Releases Tax Proposals
Ever since President Biden released his spending and tax proposals in April of this year, taxpayers have been waiting for Congress to act by beginning to propose legislation. On Monday, September 13, the Ways and Means Committee of the House of Representatives released its plan to pay for a $3.5 trillion spending package designed to…
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