Blog

The Kiddie Tax Under TCJA

Whether you’re looking to reduce tax, shift income, or fund education, it’s important to understand the changes that the Kiddie Tax law underwent with TCJA.

Blog

Estate Planning – It’s a Matter of Trust

Early estate planning is one way to ensure that as you age, your assets will be protected and managed with your best interests in mind. One common method is the creation of a revocable living trust (“living trust”).