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Year-End Tax Planning For 2013

Although the end of 2013 is still several weeks away, many income tax planning opportunities for individuals and businesses must be taken care of before the end of the calendar year. This newsletter contains a number of tax planning opportunities that you should think about before the end of 2013 as well as considerations for the first part of the new year.…

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What is an Estate Freeze?

An estate freeze is not a mid-winter funeral! If you have a business, the estate freeze is a way to fix the value of your business or investments and transfer future growth to your children and beneficiaries. The result is that you can split income by shifting capital gains and dividends to other family members and minimize the taxes due at…

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