taxation

As another tax season closes, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. Many of these schemes peak during tax time and involve fraudsters looking for ways to steal … [Read more...] about The IRS’ Annual Warning: The 2023 Dirty Dozen

Estate planning often focuses on taxes at the federal level and often overlooks issues that occur at the state level. For anyone desiring to undertake comprehensive estate planning, it’s important to understand the impact that the taxes imposed by … [Read more...] about How Tax and Non-Tax Considerations Impact Estate Planning – Part I