Plan Ahead for 2023 Tax Season

Plan for 2023 Taxes

The 2023 tax season is still a ways off, but it’s never too early to start planning ahead and preparing for it. Effective tax planning is not just a yearly task, but rather an ongoing process that can help you minimize your tax liabilities. By being proactive and planning ahead for your federal and Georgia […]

The Tax Cuts and Job Act Brings Big Changes for Business Owners

The “Tax Cuts and Job Act” is the largest tax reform to take place since 1986, and it will bring significant changes for U.S. business owners. The President will likely sign the bill in January, giving us a couple months to work out the details and determine exactly how it will impact our clients.

Savannah Estate Tax Attorney: The Future of the Federal Estate Tax

The IRS just announced the 2016 federal estate tax rate limits, which are $5.45 million for individuals and $10.9 million for married couples. This means that wealthy Americans will be able to leave up to $10.9 million to their heirs without being subject to federal estate tax rates, which top out at 40%. In addition, […]

The Comprehensive Legacy Checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.