The Year of the Plan: Effective Gifting
In the Year of the Plan, we have an opportunity to make changes to our tax and …
Individuals
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What is Budget Reconciliation? What is its relation to tax policy?
In order for Congress to pass tax policy changes, the bill must get 60 votes in the …
Decoupling the Estate Exemption
As Congress begins deliberation on the next stimulus plan, they must also figure out how to pay …
Tax implications of the American Rescue Plan
The American Rescue Plan Act (ARPA), referred to as the Biden Stimulus prior to passage, is the …
The Year of the Plan: How does the new stimulus affect you?
My thanks to the US Congress and the new Biden Administration for their quick reaction to get …
2020 Economic injury payments: Where do you see them on your tax return?
How will your stimulus check affect your tax return? Common questions and answers. Going into the 2020, …