COVID-19 Resources
Planning for Retirement: Just When You thought You Knew the Rules!
Posted by Margaret Amsden on December 27, 2019
Margaret Amsden
As 2019 winds to a close, Congress gets busy and passes a law that changes much of what we all thought we knew about planning for retirement, and how Individual Retirement Accounts (IRAs) and 401k Plans work.
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Maximizing the Tax Benefit of Charitable Giving
Posted by Margaret Amsden on December 3, 2019
With the tax law changes that became effective in 2018, the average person has potentially lost the benefit of their charitable contributions. However, there are several very straightforward options that you may be able to take advantage of.
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Estate Planning 101
Posted by Margaret Amsden on May 2, 2019
Estate planning can be done at any time but “now” is always the best time if it has been a few years since reviewing your estate plan, or if one needs to be created.
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Estate Planning After Tax Reform
Posted by Casey Haggerty on August 1, 2018
As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.
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