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The Mid-Year Tax Checklist: What to Do for Your Taxes During the Summer
As summer sets in, it's the perfect time for high-net-worth individuals to perform a mid-year tax check-up. Mid-year tax planning can save you from surprises come tax season and ensure you’re on track to maximize your financial situation. Here's a comprehensive...
Breaking News: Georgia’s Changes to Tax Laws in 2024
The recent Georgia Legislative Session resulted in several pieces of legislation impacting taxes and tax planning for Georgia residents. Overall, the legislation was very tax-friendly for Georgia residents and businesses. Review our summary of the legislation and how...
Navigating Taxes as Newlyweds: A Checklist for Filing Taxes After Getting Married
Congratulations on your recent marriage! As you embark on this exciting journey together, it's essential to understand how your new marital status affects your taxes. From name and address changes to withholdings and filing statuses, we've got you covered.If you've...
Tax Implications of Divorce
Divorce brings financial challenges, and understanding the tax implications is crucial for a smooth transition. By considering factors such as filing status changes, alimony, property division, and retirement, you can navigate the complexities and make informed...
Filing Taxes While Working Remotely Across State Lines
As remote work has continued to be the norm, with as many as 27.5% of employees working remotely at least some of the time, many workers have realized – to their surprise – that they may be in a double-tax situation. Remote work offers flexibility, but it also brings...
Tax Secrets to Know While Creating Your First Will and Testament
Most of us know and understand the basics of how to write a will and testament (identifying beneficiaries, finding an executor, getting a notary, etc.), but what do high-net-worth individuals need to keep in mind when it comes to estate tax planning and will creation?...