On December 27, 2020, former President Trump signed the Consolidated Appropriations Act (CAA) This bill contains tax provisions affecting many industries, including the...
New Rules for Electing Residential Rental Property Owner
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Publications
Client Memo – Estate Beneficiary
Qualified Personal Residence Trust
Did You Repair Your Business Property or Improve It?
Repairs to tangible property, such as buildings, machinery, equipment or vehicles, can providebusinesses a valuable current tax deduction — as long as the so-called...
Taxable vs. Tax-Advantaged: Where to hold investments
When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s, or 403(b)s. Certain assets are well suited...
Dynasty Trust
The Tax Cuts and Jobs Act (TCJA) signed into law this past December affects more than justincome taxes. It’s brought great changes to estate planning and, in doing so,...
Client Memo – Year End Estate Planning
With the end of the year fast approaching and changes in the law scheduled to take place, we would like to remind you that this...