Biden tax proposals – increase personal & corporate income tax rates, lower federal estate tax exemption. Margolis & Bloom, Wellesley and Boston, MA, 02481
Life can seem complicated upon retirement. For tax planning, it’s best not to fret the small stuff. Margolis & Bloom, Wellesley and Boston, MA, 02481.
The Republican tax cut mostly affects large corporations and individuals with pass through income. Everyone else will see little change in their taxes.
The House Republican tax plan would mean a reduction in funding for programs that affect seniors and the disabled and cut the medical expense deduction.
In light of Harvard’s $1.2 billion in donations in 2016, Harry Margolis supports part of proposed Trump tax plan.
Most special needs trusts pass their income through to the beneficiary with special needs. Margolis & Bloom, Wellesley and Boston, MA, 02481.
2016 court case provides guidance on avoiding in-state taxes on trusts. Margolis & Bloom, Wellesley, MA, 781-705-6400.
The rules around capital gains taxes, including tax rates, basis, and step-up in basis.
Increasingly, federal and state governments are providing assistance to family members caring for seniors. Some of these programs involve direct payment through Medicaid (MassHealth in Massachusetts), such as for personal care attendants or adult foster care.
By Sarah Foster
A previous blog article discussed whether or not your Social Security benefits would be taxed and discussed the circumstances
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