Tax Planning

Government Spending Bill Takes Aim at Common Estate-Planning Strategies By Eric P. Zeitlin

4 Estate Planning Tips for Blended Families By Kathleen Marteney, CRPC®

4 Savings Strategies for Recent College Grads By Brendan T. Hayes

The Importance of Trusts for Families at All Income Levels By Lee F. Hediger

IRS Continues to Target Taxes on Cryptocurrency By Todd A. Moll, CFP®, CFA

Now is the Time to Prepare for Potentially Higher Taxes on the Wealthy By Scott Montgomery

Timing Social Security Benefits By Lee F. Hediger

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

2021 Federal Tax Guide