Financial Resources & News

Lower the Amount of Taxes You’ll Pay for Life

This white paper discusses tax planning from a federal estate and gift tax perspective for 2022 and many of the techniques discussed could reduce your overall income tax burden. * In the white paper we discuss: Making gifts to children and grandchildren while incurring little or no gift tax;Avoiding gift tax reporting by making direct tuition payments for any individual;Excluding from gift taxes...

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Summary of the House of Ways & Means Tax Proposals

 “If you like laws and sausages, you should never watch either one being made.” - Otto von Bismarck Over four long days and through 66 amendments, the House of Ways and Means Committee,  the chief tax-writing committee of the United States House of Representatives, wrapped up the mark-up of the Build Back Better Act. The recommendations for spending and/or revenue...

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