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In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.
These days, it seems our entire workforce is reckoning with a desire to experience life on their terms. Whether you are 45 or 65, you may be thinking about your life differently now, and considering some new options for how to spend your time in the future.
One of the best ways to help draw your attention to the long-term positive effects of short-term “boring” moves is to keep a personal net worth statement. This activity really amounts to regularly “counting your financial blessings.”
What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.
With the holidays fast approaching, tax planning might not be high on your priority list. However, there are a few tax planning strategies that you can still execute before year-end.
A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.
Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.
If financial stress is a problem for you or a loved one, knowing that you’re not alone may bring some solace. But perhaps the greatest comfort comes from actively managing the anxiety you’re feeling through these five steps.
Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.
Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.
One of the easiest ways to help cyber criminals and scammers target you is by disclosing too much of your personal, private information on social media. But there are ways to stay safe while you share.