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    • Will Filing Taxes Jointly Save Money?

      Will Filing Taxes Jointly Save Money?

      The Wall Street Journal· 1 day ago

      Filing jointly tends to net couples the most significant tax savings since they receive the highest standard deduction—not to mention additional tax...

    • Wealth Management Update - June 2024 | JD Supra

      JD Supra· 6 days ago

      The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%. Senators Ron Wyden (D, Oregon) and Angus ...

    • JD Supra: Form 5330 E-Filing Requirement Headache

      JD Supra· 7 days ago

      The Form 5330[1], an excise tax return used by certain employers and individuals to pay penalty taxes, must be filed electronically for taxable years ending on or after December ...