Category: Tax

The Kiddie Tax Under TCJA

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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.

Pros and Cons of 529 College Savings Plans

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This article covers the pros and cons of 529 college savings plans which are education savings plans operated by a state designed to help fund education.

Estate and Gift Tax Under TCJA

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Taxpayers have now through 2025 to take advantage of the increased estate and gift tax lifetime exemption assuming no intervening legislative changes.

Preparing to be an Executor

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The role of an executor can be extremely time consuming and stressful. However, there are steps that can be taken now, while your friend or loved one is still living, that can reduce the stress and complications that come with the job. This article covers 9 steps.

Estate Planning – It’s a Matter of Trust

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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”).