How to Avoid Income Tax on Capital Gains

January 19th, 2023|0 Comments

Generally, when you sell an asset, its appreciation in value from its acquisition cost is a “capital gain” that is subject to federal and state income taxation. Conversely, if the asset’s value at the time

Retirement Plan Required Minimum Distributions

December 20th, 2022|0 Comments

IRA and other qualified retirement plans offer a unique opportunity for persons to amass, over their working lives, a retirement nest-egg that grows tax-deferred. But upon attaining age 72, an account holder must begin to

Estate Planning for Cognitive Impairment

December 20th, 2022|0 Comments

Presently, approximately 5.8 million people in the U.S. suffer from dementia, a term used to describe a group of symptoms affecting memory, thinking and social abilities severely enough to interfere with daily life. Various conditions

Federal Gift & Estate Tax Changes in 2023

December 20th, 2022|0 Comments

Current hyper-inflation brings a silver lining in 2023. The annual gift tax exclusion and gift & estate tax lifetime exclusion are scheduled to increase next year. These are welcome changes for those who want to

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