The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.

It's another quiet change that could severely impact families trying to maximize their legacies.

What Changed Under the New IRS Rules?

Under New IRS Rules, assets inside irrev...

It’s tax season! And though it comes at the same time each year, many Americans still file for tax extensions. Whether you choose to work with a tax professional or file on your own, staying organized can help you meet the April 15th deadline.

Here are some ideas to help you stay on track and ...

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.

Let’s look at some of the tax-saving strategies you could be taking advantage of.

Maximize Retirement Cont...