Tag Archives: income tax
9 Tax Prep Questions That Will Help Organize Your Estate Plan, Too
It’s the start of a new year, which can only mean one thing: time to start your tax prep. This tax season comes with dramatic changes to the Internal Revenue Code, and this year’s April 17th IRS filing deadline is just around the corner. Soon you’ll be receiving tax forms, such as your W-2… Read More »
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the hands of the IRS is the formation of community property trusts. Last week, we discussed why integrating a community property trust (CPT) into your estate plan is a good idea… Read More »
