How to Increase Tax Savings with a Roth IRA-Owned IC-DISC
Posted by Casey Haggerty on April 7, 2021
Casey Haggerty
Did you know combining IC-DISC and Roth IRA tax saving strategies can help you save even more tax dollars?
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4 Tips for Managing a Large Inheritance
Posted by Casey Haggerty on December 28, 2020
Casey Haggerty
Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.
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Estate Planning After Tax Reform
Posted by Casey Haggerty on August 1, 2018
Casey Haggerty
As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.
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