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Recent Updates

Debate continues in Congress over proposed tax changes

Oct 14 in Emerging Tax and Regulations Alert, Tax Info

Negotiations continue in Washington, D.C., over the future of President Biden’s agenda. Tax law changes may be ahead under two proposed laws, the Build Back Better Act (BBBA) and the Bipartisan Infrastructure Bill (BIB), also known as the Infrastructure Investment and Jobs Act. The final provisions remain to be seen, but the BBBA and, to ... Read More ›

Selling a home: Will you owe tax on the profit?

Sep 15 in Individual Tax Alerts, Tax Info

Many homeowners across the country have seen their home values increase recently. According to the National Association of Realtors, the median price of homes sold in July of 2021 rose 17.8% over July of 2020. The median home price was $411,200 in the Northeast, $275,300 in the Midwest, $305,200 in the South and $508,300 in ... Read More ›

Planning for year-end gifts with the gift tax annual exclusion

Sep 13 in Individual Tax Alerts, Tax Info

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any estate or ... Read More ›

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