Use a Letter of Instruction for Estate Planning Including a letter of instruction in your estate plan is a simple yet powerful way to communicate your personal wishes to your
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital
Your Family Needs to Know How to Access Your Estate Planning Documents Making sure your family will be able to locate your estate planning documents when needed is one of
Year-End Tax Planning for Accrual-Basis Taxpayers Projecting your business’s income for this year and next can allow you to time income and deductible expenses to your tax advantage. It’s generally
How The Social Security Wage Base Will Affect Your Payroll Taxes In 2026 The 2026 Social Security wage base has been released. What’s the tax impact on employees and the
Don’t Forget to Include a Residuary Clause in Your Will When creating a will, most people focus on the big-ticket items, including who gets the house, the car, and specific
