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Investment Considerations for Year-End

Year-End Investment Considerations

2020 will go down as a particularly unusual year. The pandemic brought large market swings, record unemployment and rippled through industries. In one way or another, it has affected how we live and work. Being…

An “ING-teresting” Kind of Trust

An “ING-teresting” Kind Of Trust

Have you heard of an ING-teresting trust planning vehicle that can help to reduce or eliminate state income taxes upon the sale of highly appreciated assets?  If you live in a high-income tax state such…

Proactive Income Tax Planning

Proactive Income Tax Planning For The Future

Like most election cycles, there has been a lot of talk about the direction of income taxes.  While the results of the Senate race will not be known until January, we know that neither party…

Understanding New Jersey Millionaire’s Tax

Understanding New Jersey Millionaire’s Tax

The long-rumored Millionaire’s Tax in New Jersey is now law.  After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September.  It’s estimated that the…

Marriage Equality and the Tax Considerations

Marriage Equality

Anyone who watches ABC’s Modern Family knows the delightful chaos that permeates the home of Mitchell and Cameron, married fathers whose personalities couldn’t be more different. The couple, who got married during the series’ fifth…

The Window to Gift Is Open

Time To Gift

One of the major changes in the 2017 Tax Cuts and Jobs Act was an increase in the estate and gift exemption, which is the amount that one can gift during their life or at…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

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