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Recent Posts

04 August 2022

Portability of Unused Estate Tax Exclusion

When an individual dies, the value of that individual’s estate is subject to estate taxation, which is currently 40% of the individual’s taxable estate. However, there is a lifetime exclusion (exemption) to the estate tax, which for 2022 is $12.06 million.

David M Robson

Small Business, Taxes

01 August 2022

Will Your Planned Retirement Income Be Enough after Taxes?

That is an important question because the actual money you have to spend when you retire depends upon the after-tax sources of your retirement income. Thus it is important to understand how the various retirement vehicles are taxed.

David M Robson

Small Business, Taxes

25 July 2022

August 2022 Due Dates

Here are some dates to keep in mind.

David M Robson

Small Business, Taxes

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