Thresholds and maximums for retirement contributions and deductions The government left some retirement numbers unchanged and increased some for 2020….
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Tax Savings
Increased Estate Tax Exemptions
Changes to lifetime tax-exemption totals The lifetime exemption for federal estate, gift and generation-skipping transfer (GST) tax has increased for…
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Tax Update Post-TCJA
Tax Update The Tax Cuts and Jobs Act (TCJA) made fundamental changes to the U.S. tax code, and the 2018…
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2019: Key Retirement and Tax Numbers
Every year, the IRS makes cost-of-living adjustments that affect contribution limits for retirement plans and set thresholds for tax deductions,…
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College Savings After Tax Reform
Students and their parents dodged a bullet with the final Tax Cuts and Jobs Act of 2017. Initial drafts of…
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Tax Tips for the Self-Employed
Realities of Taxes for the Self-Employed If you are self-employed, as many of our clients are, you know there are…
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