Posts in Tax

Sep 09 Do Beneficiaries Have to Pay the Estate Tax Bill?

After someone dies, their assets may be subject to estate taxes, depending on their worth and where they lived. Most estates are ...

Sep 09 When Does it Make Sense to Relocate for Tax Purposes?

With the pandemic still looming over our lives, many people have been spending time considering what they want to do with their ...

Oct 09 The Future of Medicare and Social Security

The Future of Medicare and Social Security: We have all heard the dire predictions the Medicare and Social Security programs will ...

Aug 26 5 Things to Know to Reduce Tax on Capital Gains

Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most ...

Aug 04 Helping Parents Be Sure Their Families Are Protected

Helping Parents Be Sure Their Families are Protected: Yes, it is old-school, but if your family is on the traditional side, headed ...

Jul 01 Estate Planning Basics: Property Transfers & Gift Taxes

Estate Planning Basics : As we age, our needs change. That includes our needs for the property that we own. For one person, the ...