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Category Archive for: ‘Taxes’

The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay

Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …

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Ten Year-End Tax Tips for 2016

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016

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Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement …

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Key Numbers 2016 – Tax Reference Numbers at a Glance

Please follow the link below for a helpful tax reference guide with key figures and tax rates for 2016: Key Tax Numbers – 2016

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Estate Tax Exemption – 2016 Update

In 2011, the American Tax Payer Relief Act (ATRA) changed the rules for the gift tax, estate tax, and generation-skipping transfer (GST) tax exemptions by creating a unified exemption amount that is indexed for inflation.  The ATRA created a base exemption amount of $5 Million, which has been steadily increasing due to annual inflation adjustments. Please click on the link …

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Leveraging an IRA to Build a Legacy

Individuals with IRA accounts can reduce the potential impact of estate taxes and “income in respect of a decedent” (IRD) taxes at death, and thereby enhance their legacies, with careful planning.  The following piece presents options for individuals with IRAs to maximize their charitable legacy and increase the inheritance to their children and grandchildren. Leveraging an IRA to Build a …

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2015 Tax Updates

Find out more about the 2015 tax updates important for our clients. Click the link below to download the PDF. 2015 Tax Updates  

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2014 Tax Updates

Find out more about the 2014 tax updates important for our clients. Click the link below to download the PDF. 2014 Tax Updates

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