Latest
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What You Need to Know About Taxes in a Gray Divorce
If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
Gift Tax -
The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
Tax Deductions -
Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
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The Mansion Tax: Do You Need to Worry About It?
Mansion Tax If you’re in the market for a high-value home, you may face an additional tax rolled into your closing costs.
Mansion Tax -
Harris vs. Trump's Tax Wish List: Income Tax, Capital Gains, Estate Tax and More
The Tax Letter Take a comprehensive look at Harris and Trump's tax proposals. We cover income tax rates, tax credits and deductions, capital gains tax, estate tax, corporate tax and much more
The Tax Letter -
Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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Three Ways to Avoid the Mansion Tax
Property Tax Some homebuyers have found creative loopholes around the mansion tax, but are they legal?
Property Tax -
New 2025 Estate Tax Exemption Announced
Estate Tax The IRS just increased the exemption as we enter what could be the final year of TCJA.
Estate Tax
