estate tax

Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes

June 11th, 2019|Categories: Accounting, Burns Firm, Services, Tax, Tax Credits, Tax Preparation, Tax Return|Tags: , , , , , , , , , |

When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. Don’t forget to factor state and local [...]

The Tax Impact of the TCJA on Estate Planning

July 3rd, 2018|Categories: Burns Firm, Tax, Tax Credits, Tax Planning, TCJA|Tags: , , , , , , , , , , , , , , , , , |

The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and [...]

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