Category: Tax Planning

How Does the Unified Credit Work for My Estate Taxes?
When you give money or assets to someone, the federal government may be able to tax those gifts. By understanding gift and estate taxation, and the unified credit, you can [...]
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Tax Time Is Around the Corner – Can Florida’s Homestead Exemption Help You?
It’s a new year, and that means that you need to start thinking about doing your 2020 tax return.  It has been a tough year economically all around, so any [...]
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Wrapping Up the Year with Gifts . . . Estate Planning Strategies for Gifting this…
This time of the year is all about gift-giving.  So, it only makes sense that, as 2020 draws to a close, we think about how we can incorporate some gift-giving [...]
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How Will Possible Tax Policy Changes Impact Your Estate Planning? Part 2
In Part I of our series about the possible tax changes that will come in with a new President Biden administration, we covered some of the headline tax policy changes [...]
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Tips on Year-End Charitable Gifting in 2020
It has been quite a year.  In 2020, we have had a once-in-a-century pandemic coupled with one of the worst, if not the worst, economic downturns in a century.  Indeed, [...]
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How Will Possible Tax Policy Changes Impact Your Estate Planning?
While we are witnessing some residual legal wrangling in real-time, it appears all but certain that Joe Biden will take office on January 20, 2021, as the 46th President of [...]
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What is the Homestead Exemption in Florida?
If you are looking for reasons to buy real estate in Florida, then you can add tax benefits as one of those reasons. Specifically, Florida’s homestead exemption is a very [...]
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Gloomy Skies Create a Perfect Storm for Wealth Transfer Opportunities
Our portfolios have taken a fairly serious hit in the first half of 2020. Not only has the stock market pulled back in response to the global pandemic, but it [...]
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Is There Any Tax Relief During the COVID-19 Crisis?
Our world feels like it has changed overnight. In many ways, it has. Moreover, it will likely take a considerable amount of time for things to feel like they are [...]
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Looking to Flip Houses? Careful Not to Flop on Your Taxes
We all love HGTV, don’t we? Whether it is Property Brothers, Flip or Flop, Love It or List It, or any number of television shows about flipping houses, it is [...]
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