October 31, 2024
As the end of 2024 approaches, it’s time to consider your year-end tax strategies and considerations for 2025. Here’s what you need to know to optimize your tax position.
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Tax: Individual Archives - GG Advisors LLC
June 20, 2024
Many taxpayers think about their taxes only during the tax season. While this is sufficient for covering the return filing obligation, most forward-looking tax strategies must be thought of proactively ahead of time.
November 30, 2023
Gear up to make some last-minute tax moves with these often overlooked tax credits and deductions. Keep reading to see what you could be implementing in your tax plan.
November 20, 2023
We are often asked for a list of tax ‘Do’s and Don’ts’ to help ensure that no tax planning opportunities nor implications are missed. So, we have comprised a summary of items that are commonly overlooked or misunderstood when considering the various aspects of managing family wealth from a tax perspective.
October 18, 2023
Despite the recent extension for processing catch-up contributions as after-tax “Roth” contributions, additional clarification is needed for plan administrators, sponsors, and other key stakeholders to fully understand their regulatory burden. Here's what we know so far.
October 3, 2023
Here's what you need to know about the provisions of the SECURE 2.0 Act that are aimed at safeguarding retirement savings for working Americans.
January 13, 2023
Over 90 changes to the federal rules governing workplace retirement plans were introduced in the SECURE 2.0 Act of 2022. Here's what you need to know.
December 16, 2022
Gear up to make some last-minute tax moves you can make to reduce your tax liability. Keep reading to see what you could be implementing in your tax plan.
December 1, 2022
The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs. Cerulli’s U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021 report predicts these generations will transfer $72.6 trillion in assets to heirs and $11.9 trillion to charities through 2045.
November 4, 2022
The Internal Revenue Service (IRS) announced the updated contribution limits to retirement plans in Notice 2022-55. The new limits are valid beginning in the tax year 2023. Find out the new limits and how they may affect your retirement strategy.