Podcast: Ten Tax Considerations in Divorce

Sharon L. Klein |
Wealth Planning

Taxes may not be your clients’ top priority when you are helping them through their divorce, but many decisions made during this time can affect their situation. Sometimes these decisions can be costly. Listen as Sharon Klein discusses ten tax considerations in divorce.Related reading:Ten Tax Considerations in Divorce ArticlePlease visit our visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.

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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 The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021.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 we discuss 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.

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Minimize the Impact of the Kiddie Tax with Proper Planning

Alison Quinn |
Emerald GEMs

April 20, 2021—When the “kiddie tax” became law in 1986, the Internal Revenue Service (IRS) began taxing a child’s unearned income, such as interest and dividends, at the parent’s tax rate rather than at the child’s far lower rate. Although the kiddie tax rules can lead to harsh consequences for many families, with proper planning they may create tax-saving opportunities for higher-income taxpayers.

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