Editor's note

I've handpicked articles and stories that resonate with both my clients and myself, with the goal of providing you with valuable, practical insights that you may find both informative and useful.

Saturday, March 2, 2024

March 2024 Newsletter


Saturday, February 24, 2024

Toney's Tax Takeaway - February 25, 2024 Newsletter

In this issue:

  • Assets Transferred Before or After Death?
  • Why Are Tax Refunds Shrinking?
  • What To Do Before Forming an LLC
  • Social Security Benefits and Location, Location, Location

Assets Transferred Before or After Death? Are you thinking of transferring ownership of assets to your children or others while you’re still alive? Don’t create a potential tax trap for the recipients of your generosity by ignoring the advantage of the “Step-Up” basis.

Articles of Interest to My Clients: