News and Insights

Take the Gain, Pay the Tax and Run?

Each Presidential candidate has put forth a proposed plan for Federal taxation of long-term capital gains which, if passed into law in 2021 or beyond, could have major impacts on your decision regarding the timing of sales or transfers of appreciated capital assets.   1. Mr. Trump has proposed reducing the maximum long-term capital gains tax […]

      COVID-19 has prompted many people to think more seriously about their plan for death and possible disability. The following are ten steps you can take to be better prepared: Have a Last Will and Testament. Your will directs the distribution of your “probate” assets, nominates a personal representative (executor), and contains other […]