Year-End Estate and Tax Planning 2021

Allison K. Pierce and Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning

Now is the time to consider both conventional and situational strategies.Routine year-end planning includes income tax, capital gains, annual exclusion gifting, and estate planning considerations.Supplementing your routine strategies with situational strategies can help further enhance your financial and tax positions.A well-coordinated plan is key to utilizing this year’s opportunities and being well prepared for what may come in the future. First and foremost, wealth planning is a process.

Read More...


How to Make Your Charitable Giving More Tax Efficient

Emerald GEMs

May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021. In today’s podcast, Carol Kroch, national director of philanthropic planning, discusses how to take advantage of tax changes related to charitable giving this year, while also addressing how future tax increases may work to a donor’s advantage.

Listen...


New Year, New Administration: What Does This Mean for Gifting Under Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

With big changes in the White House, wealth planning is key.After many recounts and court challenges, Joseph R. Biden Jr. has been inaugurated as President of the United States.For those whose assets are significant enough to have a taxable estate, planning will be even more important now. With the potential for a considerably reduced federal gift tax exemption, now is the time to make significant gifts.

Read More...