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While it can happen at any time, it’s usually at year’s end that brings a wealth of considerations to the table for individuals—setting the right tax strategy, determining your
Effective tax planning can accomplish much more than limiting the tax liabilities for the current and future years. With a closer look at the federal state and gift tax exemption levels and other tax
For income earned in 2023 and tax returns filed in 2024, this reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans.
The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation of retirement plans. It addresses many practical
The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney
Having an estate plan is essential when it comes to protecting your assets and ensuring your legacy. In this easy-to-understand introduction, learn the ABCs of estate planning and discover what makes
Historically, beneficiaries learned of wealth transfer plans only after the death of the grantor. However, this approach often leads to unanswered questions and, potentially, feelings of betrayal
Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine
While charitable giving peaks in December, it is good planning to go past the last month of the year to help make a greater impact for your communities. Depending on your tax needs and
Minimizing taxes is never easy. But in times of legislative and economic uncertainty, it can be a real challenge. This guide is an overview of some of the key tax provisions higher-income taxpayers