Category: Copeland Buhl
January 15, 2018 by Staff
Today it feels like it is only a matter of time before your financial information is compromised. Here are suggestions on what to do to protect your information and the steps you should take if you are a victim. Protect your information: Do not give out your social security number....
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FEDERAL: Under the Tax Cuts and Jobs Act of 2017 that was signed into law by President Donald Trump on 12/22/2017, the basic exclusion amount for gifts made and estates of decedents passing away after December 31, 2017 and before January 1, 2026 has doubled from an inflation-adjusted $5 million...
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Year-end 2017 tax planning presents a unique set of challenges. Uncertainty exists regarding proposed tax reform legislation — uncertainty related to the changes themselves, as well as their timing. Will changes come into play for tax year 2018, or will they be retroactive to 2017? What we do know is...
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Unfortunately, as of this writing, there is no new tax law to discuss. While both the House and Senate versions have some interesting proposals, until something is signed into law, it’s difficult to plan for all the possible outcomes of the proposals. That said, here are some strategies that are...
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December 13, 2017 by Staff
The banking rules for businesses are changing effective May 11, 2018, however some banks are implementing the changes early. Therefore, next time you open a business bank account, or renew your line of credit, don’t be surprised if they ask for additional information regarding the individual owners of the business....
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