Taxes

5 Tips for a Smooth 2023 Tax Season

2023 Tax Season

The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.

The Seven Step Exit Planning Process

Seven Step Exit Planning Process

There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must …

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Act before year end to minimize your tax burden.

Some people think they can wait until March to worry about taxes.  Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your tax burden. Advice this year is a little different, as no one is quite sure what 2019 will bring from a tax code perspective. Things may …

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