by Independent Financial Services | Aug 11, 2022 | Estate & Giving, Tax Planning
Planning on how to administer your estate in order to ensure your preferred heirs receive what you want them to receive should be a priority for every adult who is starting to remotely approach retirement age. You will find there are numerous strategies available for...
by Independent Financial Services | Aug 4, 2022 | Estate & Giving, Tax Planning
Taxes are an unavoidable part of life for almost every person living in society. The U.S. is no exception to this rule. This is why you should look at all of your tax planning options when developing an estate planning strategy. You may be able to save yourself and...
by Independent Financial Services | Jul 28, 2022 | Retirement Planning, Tax Planning
Taxes are something just about everybody must deal with throughout their adult lives. This is important because tax liabilities can affect your personal finances. Therefore, it is a good idea to do whatever you can to mitigate how much you are required to pay in...
by Independent Financial Services | Jul 7, 2022 | Business Ownership, Tax Planning
An excise tax is charged by the government on specific services or goods at the point of purchase. These specific goods and services may include food, alcohol, tobacco and more. Excise taxes can be levied by the government at the federal, state, or local level....
by Independent Financial Services | Jun 9, 2022 | Tax Planning
A divorce case can be a trying time in many people’s lives. With all of the emotional turmoil that is common during a divorce it can be difficult to concentrate on all of the financial changes occurring as a result of your divorce. However, it is important to avoid...
by Independent Financial Services | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning
When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will help minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax...
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