by amanda | Uncategorized
Ever had a lunch meeting with a potential business contact that didn’t go as expected? Maybe someone was late, or the chemistry was off. Regularly investing time in building relationships with key industry players, or Centers of Influence (COIs), is vital for a...
by amanda | Uncategorized
We have certainly had our share of turbulent waters in the estate planning world from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty about how tax planning and estate planning would evolve. That...
by amanda | Uncategorized
The Internal Revenue Service recently announced the 2024 cost of living adjustments for the estate and gift tax exclusion amounts. Gift Tax Exclusion Amount – The Gift Tax Exclusion Amount is the amount an individual may gift to any number of persons annually...
by amanda | Uncategorized
Is it possible for the IRS to leave more in our paychecks in 2024? What has changed for the 2024 federal income tax brackets and how will these apply to the tax return(s) you’ll file in 2025?…By: Allen Barron, Inc.Read More
by amanda | Uncategorized
Estate planning is a lot like putting together a puzzle. The client provides you with their box lid showing what they want the ultimate result of their plan to look like. Then, estate planners are tasked to identify and gather the various pieces and put it all...
