21
Jul
One Big Beautiful Bill: Major Tax Changes
The One Big Beautiful Bill was signed into law on July 4, 2025 and introduces
01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
The 2020 Presidential Election and its Effects on Tax Policy
By Juli Findling, Paralegal Now that the excitement of the 2020 Democratic and Republican National
IRS Field Service Advice 20172801F: Gift Tax Returns
By Joe Nagel, Esq., LL.M., CPA IRS Field Service Advice (FSA) 20172801F provides a reminder
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
