Perspectives from the Path
2021 Tax Changes: What We Know Now (Updated)
Here's what we know now about 2021 tax changes - how can you optimize now?
For the 99.5% Act
Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!
The American Rescue Plan
The American Rescue Plan is providing stimulus payments and other benefits to Americans. How are you and your taxes affected? Families with children and incomes in the $150,000 range should pay special attention.
6 Tips for Giving in Harvey’s Aftermath
Tips for making the most of your philanthropy when giving to victims of Hurricane Harvey.
An End to Charitable Deductions?
The proposed charitable deduction tax reform would reduce the percentage of American taxpayers who itemize and take the charitable deduction from 25% to 5%. This could cost the nonprofit sector billions in lost revenue.