by Katie Brown | Mar 26, 2021 | Tax
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry federal tax consequences, which dampens the cheer...
by Katie Brown | Mar 19, 2021 | Tax
How Tax-Loss Harvesting May Help Lower Your Tax Bill A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months of the year to review their portfolios and assess their winning and losing...
by Katie Brown | Jan 18, 2021 | Tax
It’s Earned Income Tax Credit Awareness Day Have you checked in with your financial professional to determine whether you qualify? Just as the cold, short days of winter lean toward monotony, the mundane becomes celebratory with the arrival of Earned Income Tax Credit...
Best-In-State Wealth Management Teams (2025 & 2026) 