Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

The IRS has delayed the April 15th federal tax filing deadline to May 17th. A mixture of tax law changes including stimulus payment eligibility, child tax-credit changes, and the unemployment compensation exemption had accountants and taxpayers calling for a tax filing extension, and Congress heeded their call.

When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.

As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.

The 2020 tax year was eventful in its own right with the CARES Act, stimulus payments, & federal student loan forgiveness. Before you file your 2020 tax return, keep these new guidelines in mind.

Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective.

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?” […]