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Individual and Family Wealth Articles

 

The Potential Impact of New Appraisal Regs On Charitable Giving

The Potential Impact of New Appraisal Regs On Charitable Giving

Posted by Cheryl A. Jankowski on November 07, 2019

Do charitable gifts play an important role in your estate plan? If you make or plan to make substantial noncash gifts to charity, you should be aware of how new requirements for appraisals can affect those donations.

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 How to Reduce the Tax Hit on Soon-to-Be-Developed Land

How to Reduce the Tax Hit on Soon-to-Be-Developed Land

Posted by Kristin Re’ on November 06, 2019

In many places, real estate prices are soaring. That's good news for owners of undeveloped land in those areas, but if they decide to subdivide and develop highly appreciated property, it could trigger a whopping income tax bill.

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It’s Not an Estate Plan Without a Will

It’s Not an Estate Plan Without a Will

Posted by Robert Ingrasci on October 29, 2019

When you hear “estate planning,” you probably think of trusts and other vehicles for minimizing taxes and passing on more wealth to your heirs. However, a will remains the cornerstone of any estate plan.

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Fall 2019 Quarterly Insights

Fall 2019 Quarterly Insights

Posted by Michael Grimaldi on October 24, 2019

Available through our affiliation with the BDO Alliance, download the fall edition of Quarterly Insights.

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Year-End Strategies to Reduce AGI

Year-End Strategies to Reduce AGI

Posted by Brian Kern on October 23, 2019

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea.

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Year-End Tax Planning Moves for Small Businesses

Year-End Tax Planning Moves for Small Businesses

Posted by Kerry Roets on October 17, 2019

Due to political gridlock, federal tax law hasn't changed much since the Tax Cuts and Jobs Act was enacted. Most of the provisions affecting businesses went into effect last year, so the year-end tax planning strategies that worked for 2018 may still be valid for the current tax year, but your specific tax situation might be different.

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Reap Tax Rewards from Year-End Harvesting

Reap Tax Rewards from Year-End Harvesting

Posted by David Schlein on October 10, 2019

The stock market has experienced plenty of ups and downs this year, so some investors are poised to take big gains for 2019, while others are currently showing losses and many have both. What are the tax consequences if you sell securities?

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FAQs About Virtual Currency and Your Taxes

FAQs About Virtual Currency and Your Taxes

Posted by William Bakke on September 16, 2019

Virtual currency has gone mainstream. AT&T recently announced that its customers can use Bitcoin to pay their phone bills. Other big companies that accept Bitcoin include Microsoft, Expedia, and Overstock. Competitors likely will follow suit. Using virtual currency, however, has tax implications that may surprise you. 

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Claiming Your Parent as a Dependent

Claiming Your Parent as a Dependent

Posted by D’Marie Murray on September 13, 2019

If you pay over half the cost of supporting a parent, he or she is considered your dependent for federal income tax purposes — which may qualify you to some significant tax breaks.

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Taxes and Long Term Care Insurance – What Your Need to Know

Taxes and Long Term Care Insurance – What Your Need to Know

Posted by Bryan Staniszewski on September 12, 2019

If you or a loved one needs long-term care, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks.

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