IRS Announces New Annual Limits for 2022
Use this easy reference tool as you plan for 2022.
A qualified disclaimer can help avoid unanticipated consequences and add flexibility to your estate plan.
Factors to Consider When Deciding Whether to Max-Out Your 401(k) Before Year-End
Value versus Growth
How the changing economy is disrupting traditional measures of value
Gifts Exempt from Gift Tax
When making gifts to individuals, there are limits on amounts that can be given without incurring a gift tax. Learn about these limits and exclusions.
Estate Executor Checklist
A guide for legal and financial steps to take after losing a loved one.
Understanding Long-Term Care Insurance
Long-term care insurance is gaining in popularity. Learn why.
President Biden’s American Families Plan
President Biden's tax proposals for investment income
Bringing Back the Mice
Reflation may be the common sense solution for the economy, but it presents new issues for the equity market
The 2021 Tax Filing Season
The 2021 tax filing season is expected to be unusually busy for taxpayers and the IRS. Here are a few of the major tax changes
that could impact you.
The Road Ahead
11 Speculations for 2021 from MAI Capital’s Chief Equity Strategist
2020 Year-End Tax Tips
As 2020 comes to a close, it’s a great time to consider year-end tax planning opportunities to put yourself in the best position possible for tax time.
Charitable Giving – Part 2
For the second part of our charitable giving overview, we will discuss three techniques including charitable remainder trusts, charitable lead trusts, and the use of life insurance.
Charitable Giving – Part 1
In Part I of this two part series, we will discuss using cash or appreciated securities, a Donor Advised Fund, IRA distributions and a bequest through your will.
Tax Tips Ahead of Tax Day 2020
It may be too late for significant planning to reduce your tax bill for 2019, but there are a few things you can do now to put yourself in the best position possible.