13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
finances Tag
23 Feb 2022 Key Numbers
Links to all of the key numbers for your 2022 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
23 Feb 2022 Key Numbers-Estate Planning
Key indexed figures 2021 2022 Annual gift exclusion: $15,000 $16,000 Gift and estate tax applicable exclusion amount: $11,700,000 + DSUEA1 $12,060,000 + DSUEA1 Noncitizen spouse annual gift exclusion: $159,000 $164,000 Generation-skipping transfer (GST) tax exemption: $11,700,0002 $12,060,0002 Special use valuation limit (qualified real property in...
21 Jan The Fed Pivots to Fight Inflation
The Fed's current plan is aimed at slowing inflation by returning to a more neutral monetary policy. On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve...
02 Mar Tips to Help Control Your Finances During the Pandemic
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had experienced the loss of a...
29 Jan Sharing Your Money Values Can Be Part of Your Legacy
When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down together isn't...