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Taxes are more than just putting the right numbers in the right boxes. We can help you keep your tax bill from getting out of control.

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Posts about Personal Finance

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

20 July 2022

Tax and Personal Finance Tips for New Parents

raising a child is one of life’s greatest joys — and biggest expenses. And we’re not just talking about the costs of college. From diapers to daycare, from braces to bicycles, parents are often shocked by the constant outflow of cash that starts days after bringing baby home.

David M Robson

Small Business, Taxes

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