Tax Planning
May 30, 2023 | Retirement Planning
What U.S. Expats Need to Know About Estate Planning
At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center …
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May 25, 2023 | Tax Planning
Investor Alert Tax Impact of Gyrating Markets
The stock markets have experienced significant volatility over the last year, causing many investors to realize some significant gains — …
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April 24, 2023 | Estate Planning
Business Owners Sec. 6166 Can Provide Your Heirs with Options
Currently, the gift and estate tax exemption amount is high enough ($12.92 million in 2023) that you may not think …
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April 18, 2023 | Tax Planning
Investors – Know the Basics of Basis Before You Sell
If you’re thinking about selling stocks, mutual funds or other investments, you need to first familiarize yourself with the cost …
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March 9, 2023 | Retirement Planning
New Tax Law Improves QCD Benefits
Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified …
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March 8, 2023 | Retirement Planning
5 Major Tax-Favored Retirement Plan Changes for Individuals
After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0). …
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October 25, 2022 | Tax Planning
Podcast: Making Lemonade out of Lemons with Tax-Loss Harvesting
You’ve probably heard the popular phrase, “when life gives you lemons, make lemonade.” It means to take a negative situation …
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October 13, 2020 | Tax Planning
The Illinois Fair Tax Proposal and its Impact on Illinois Residents
The Illinois “Fair Tax” is a significant proposal to change the existing personal income tax structure from one flat rate …
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