Individual and Family Wealth Articles
Posted by Amanda Wojtkowski on September 22, 2021
If you’re an employee, you may be able to get a Health Savings Account with your employer. You can also open one of these tax-saving accounts through some banks and other financial institutions. Here are the basic rules.
Posted by Michē Needham on September 17, 2021
If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.
Posted by Cheryl A. Jankowski on September 10, 2021
There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year-end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.
Posted by D’Marie Murray on September 10, 2021
For those who have a high net worth, the main focus of their estate plans is to reduce estate tax liability. Here are three strategies not to be overlooked.
Posted by Robert Torella on August 26, 2021
Divorce may have tax implications for the spouses involved, especially if one or both of them owns a business. Here are some of the issues involved.