Archive for the ‘High Net Worth Individuals’ Category

• Individual Tax Planning Strategies for 2020

  • October 29th, 2020
  • Posted in High Net Worth Individuals, Individual Tax, Tax, Tax Planning

  Here are some individual tax planning strategies to consider to lower your tax burden as we reach the close of 2020Read More

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• Year-End Moves for Charitable Giving

  • October 20th, 2020
  • Posted in Accounting, High Net Worth Individuals, Individual Tax, Tax, Tax Planning

  Studies show that November and December are the most popular months for charitable giving. Here are some ways to maximize your deduction if you itemizeRead More

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• Prior-Law Kiddie Tax Rates Retroactively Reinstated

  • August 10th, 2020
  • Posted in Estate Planning, High Net Worth Individuals, Tax

  The SECURE Act retroactively reversed unfavorable changes made to the kiddie tax by the Tax Cuts and Jobs Act. Here are the detailsRead More

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