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2022 Year-End Tax Planning Guide

USA - December 14 2022 A lot has changed in the past year. As the world has put the pandemic in the rearview mirror, 2022 has seen an increasingly challenging economic…

Michael A. Gillen, David S. Kovsky, Erin E. McQuiggan, Steven M. Packer

Midyear Tax Planning Opportunities: Quick-Strike Items to Consider This Summer

USA - August 4 2022 With 2022 over halfway through and while there is still sufficient time to act and implement new strategies, now may be an ideal time to focus on tax…

Michael A. Gillen, Sean R. Schoppy

The Marriage Penalty After Tax Reform

USA - September 27 2019 Newlyweds and those contemplating marriage, congratulations! However, don’t forget tax planning in your nuptials. Be careful—your fellow married…

Steven M. Packer

Senate Passes Infrastructure Bill and Sets Framework for 2022 Budget - What You Need to Know

USA - August 24 2021 The newly passed Infrastructure Bill is, at this moment, closely tied to the human Infrastructure Bill, which will seek to implement increasingly…

Steven M. Packer, Sean R. Schoppy

2019 Year-End Tax Planning Guide

USA - November 26 2019 2019 was both an interesting and challenging year in the tax world. Earlier…

Michael A. Gillen, Steven M. Packer