Jan 20, 2015 | Gift Planning, Tax Planning
There are a ton of benefits to properly conducting gift planning. If you intend on making a gift to a loved one that has a significant monetary value, you should most certainly speak with an experience tax professional to ensure you don’t have to pay anymore...
Jan 15, 2015 | Gift Planning, Tax Credits, Tax Planning, Taxable Income
After a suitable organization has been picked, we will work to structure tax planning strategies that are tax-efficient and then establish a trust, foundation, or fund. Once the plan has been implemented, we will continue working with you in order to ensure the...