Tag: Tax Season

Retirement Tips Seniors Will Need If the Capital Gains Tax Changes

Have you heard of the proposal currently going through Congress to change the capital gains tax rate? While the news may be circulating among tax professionals and investors, it may also be important to find out exactly what changes are on the table and how they might impact you, especially if you are a senior… Read more »

Estate Planning Considerations For Seniors This Tax Season

As the April 15th tax filing deadline looms closer, so does the window of opportunity to take advantage of certain tax strategies. As a senior, you may already have a comprehensive estate plan in place. Did you know, however, that estate planning and taxes can go hand-in-hand? One of the keys to successfully filing taxes… Read more »