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While the concept of estimated taxes is not overly complicated, there can be confusion around the actual tax payments and how it works. According to the IRS, “the U.S. tax system operates on a
2022 has been an eventful year with spiking inflation, rising interest rates, geopolitical uncertainty, and unnerving market volatility. Yet amidst these uncontrollable events and uncertainty going
To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable
Sometimes leaving an inheritance to a loved one who has a disability can do more harm than good, if the proper safeguards are not in place. A supplemental needs trust, also known as a special needs
U.S. businesses are facing pressure to drive revenue, manage costs, and increase shareholder value, all while surrounded by economic and political uncertainties. How do businesses thrive in uncertain
As the year end approaches, it’s an optimal time for individuals to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax
While there has been some federal tax legislation in the U.S., the changes have been far more limited than many expected. Additionally, the continuing tight labor market, worries over a possible
Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth
To develop an effective succession plan for your personal collections and tangible assets—including art, fine jewelry, wine, and antiques—you must understand their monetary value.
Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily doubled through December 31, 2025. Effective January 1, 2026, the exemption limits are scheduled to be