Tax deadline for most individuals: Monday, May 17, 2021 Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift
The $1.9 trillion emergency relief package represents an effort to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. On Thursday,
National Consumer Protection Week is a coordinated campaign by federal and state government and nonprofit partner organizations to help people understand their consumer rights and
Making a last-minute contribution to an IRA may help you reduce your 2020 tax bill. If you qualify, your traditional IRA contribution may be tax
Last year was unpredictable, and your financial situation may have been far from normal Two emergency relief bills passed in 2020 in response to the
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have
At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual
1. Postpone your income to minimize your current income tax liability By deferring (postponing) income to a later year, you may be able to minimize
IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal circumstances. To the extent that
New research suggests that retirees could make larger initial withdrawals, particularly in a low-inflation environment. Saving for retirement is not easy, but using your retirement
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that
The $900 billion emergency relief package represents a bipartisan effort to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis On
When lockdowns and social distancing measures were put in place, many consumers were compelled to try online shopping and other digital services for the first
A Little Holiday Jingle IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal circumstances.
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next
The Tax Cuts and Jobs Act doubled the gift and estate tax basic exclusion amount and the GST exemption to $11.18 million in 2018
Two Important Fed Policy Shifts. What you need to know. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have
Tax rates on long-term capital gains and dividends, additional Medicare contribution tax on unearned income. IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The
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