ConnollySteeleJun 15, 20223 min readYour estate plan: Don’t forget about income tax planningAs a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal...
ConnollySteeleFeb 23, 20222 min readAre you ready for the 2021 gift tax return deadline?If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to...