With every new year comes a few changes! On January 1st, 2024 the Corporate Transparency Act (CTA) went into effect and requires most small business owners (and others) to file beneficial ownership in
There are two major tax exclusions available to every United States citizen - the estate tax exclusion and the gift tax exclusion. What is the difference between an estate tax and a gift tax? An estat
One of the things that many of our clients have a hard time keeping up with are changes and updates to the United States’ Federal Estate and Gift tax laws. Over the years these numbers have fluctuated