tax strategy Tag

Milton Law Group > Posts tagged "tax strategy"

2022 Tax Return Preparation Services

Hello!  It’s tax time again and we hope you will be returning to us for your 2022 tax return preparation needs!   We have designed our tax return preparation process (outlined below) to provide more convenience to our clients and ensure a smooth and efficient experience.  If you are a current client, you will receive a series of emails via our client portal that do require your attention. If you are interested in becoming a new client for tax return preparation services, please contact us today. 1. You (and your spouse, if applicable) must review and e-sign our engagement letter for tax year 2022. If...

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Estate & Gift Tax Strategies

As the end of the year approaches, now is an ideal time to implement estate and gift tax strategies to lower your taxable wealth.  STLTaxLawyer Mark Milton shared on "The Mark Milton Show" podcast some useful estate planning strategies available to all individuals looking to minimize their tax liabilities.  One option is that individuals are allowed to give up to $17,000 per person per year and not be subject to a gift tax.  "Drawing down your wealth is a great estate planning tool," Mark said. "Gifting money to your heirs helps avoid estate taxes and you get the benefit of seeing your family enjoy...

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