As I was sitting down to write a blog post about year-end tax planning, specifically about realizing capital gains and tax-loss harvesting, Michael Kitce’s blog post arrived in my inbox. A friend of NAPFA, Michael has a much more eloquent style of writing about...
If you created your estate plan more than five years ago (and especially if more than 10 years ago), it might be time to peak at the documents, especially if you created a bypass trust otherwise known as a credit shelter trust, according to Phil Levin, a Radnor based...
For some reason we see people afraid of filing an extension with the IRS to file their tax return. For some reason, people think they are sending in the return late or that it raises a red flag with the IRS, which is not the case. Although estimated taxes...
