Taxes & Divorce

Is your relationship ending? If so, you are likely feeling a lot of sadness, confusion, dissatisfaction, and unhappiness. In addition to all the emotions that arise in the face of separation and divorce, you’re also expected to think about the way your tax filing status will change. But what happens when the IRS views you […]

We May Never See a Better Environment for Transferring Wealth…Here’s Why

Current Tax Laws Double Lifetime Giving Exemption For affluent individuals and their families, estate taxes can represent one of their largest tax liabilities. IRS rules allow certain amounts of an estate to be transferred free of taxes to family and friends, on an annual basis (the limit is $18,000 per person in 2024) and also […]