Surprise – a brand new episode out today! Chuck and Brittany talk to tax expert Robert Jackson and estate planning experts Eric Flickinger and Matt Silla about the impact of the election results on estate tax and possible tax changes for business owners, including what to do next about the PPP loan and forgiveness. A …
Special Episode: Post-Election Tax Considerations Read More »
By Eric Flickinger, CPA, ABV | Manager, Business Valuation The Unified Tax Credit represents the amount of assets that an individual is allowed to gift to other parties without having to pay gift, estate, or generation-skipping transfer taxes. This credit is significant as amounts above this level will be taxed at rates starting at 18% and …
By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation The swift and sudden economic damage caused by the COVID-19 pandemic have left many of us stunned. In such a state, it’s easy to hunker down and miss opportunities, including estate planning and related gift and estate tax savings opportunities. In addition to the …
When the Economy Gives You Lemons, Make Estate Planning Lemonade Read More »
Did you know 60% of adults don’t have an estate plan? But as our guest Andrew Pfeiffer says, if you don’t have a plan, probate court does. Andrew joins Chuck & Brittany today to talk about the benefits of estate planning as a critical component of personal finance planning. Andrew is an attorney specializing in …
