Tag Archives: IRA

Above the line…

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Yesterday, we advised you to start preparing for your 2023 tax filing.  Today, we’ll talk about deductions you can take that are not included on Schedule A, Itemized deductions.  These are “above the line” deductions that are afforded you, even if you don’t itemiae.

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Sudden Death

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I have had the opportunity to serve as trustee for a fair number of clients.  Some of them, those that have substantial assets, often arrange for our services long before anyone has passed away.  In these cases, we may (often) be involved in the construction of the trust and the goals of the trust when the principal has passed.

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