How will the 2027 inflation-adjustment numbers affect your year-end tax planning?

The IRS has released various inflation-adjusted amounts for 2027. These annual adjustments affect a wide range of tax ...
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A QPRT may be the right “home” for your primary or secondary residence

As property values continue to rise, homeowners with large estates may be looking for ways to preserve family ...
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8 year-end tax planning ideas for individuals

Your 2026 tax return isn’t due for months, but actions to reduce your tax liability generally must be ...
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Tax tips for parents with kids heading to college this fall

A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth ...
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5 year-end tax planning strategies for businesses

The 2026 tax year is almost over, but you still have time to implement year-end tax planning strategies ...
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As a single parent, you need an estate plan that achieves these key objectives

According to a 2026 Worldmetrics report, there are between 14.5 and 15 million single-parent households in the United ...
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Be tax-smart with your mutual fund investments

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and ...
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Watch out for the growing reach of the additional 3.8% tax on investment income

Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the ...
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Have concerns about a beneficiary mismanaging an inheritance? A spendthrift trust may be the answer

An important decision you must make when creating your estate plan is who’ll inherit your assets. While many ...
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New law extends tax relief for disaster-related personal casualty losses and more

President Trump recently signed the Doug LaMalfa Federal Disaster Tax Relief Certainty Act (LaMalfa Act) into law. Among ...
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How what you donate impacts your tax deductions

Have you already made contributions to charity this year? Are you considering making more between now and year ...
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A psychiatric advance directive addresses mental health in your estate plan

You may be familiar with estate planning documents such as an advance health care directive (sometimes referred to ...
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