Articles

Taxes on sale of personal residence

Do I owe taxes on my home sale?

Persistent inflation drives up the cost of nearly everything, especially home values. People often receive a 1099-S and are surprised to learn…

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Tax Cut & Jobs Act (TCJA) – Planning for the Sunset

Tax Cut & Jobs Act (TCJA) – Planning for the Sunset

In 2017, then-President Donald Trump passed a series of changes to the tax code, the so-called Tax Cuts and Jobs Act (TCJA)….

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Estate Planning

Planning for Estate Taxes

Is it possible to have too much money? The answer is yes if the subject is estate taxes. Currently few of us…

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