Ginny Graef
…legal and financial teams to deliver personalized solutions that align with their unique goals. Her depth of experience spans income, trust, gift, and estate tax planning, with a focus on…
…legal and financial teams to deliver personalized solutions that align with their unique goals. Her depth of experience spans income, trust, gift, and estate tax planning, with a focus on…
…includes planning for succession and liquidity events for closely held business owners, management of retirement accounts to maximize after tax returns, planned charitable giving, and education planning, including funding strategies….
Insights from the Peninsula Estate Planning Council Presentation Keiter Senior Manager Greg Saunders, CPA/ABV, ASA, recently spoke at the February 2025 meeting of the Peninsula Estate Planning Council. Speaking to…
Virginia’s response to federal tax changes Federal tax legislation can ripple into state tax filings but in Virginia, those ripple effects depend heavily on conformity rules and (often) General Assembly…
…care services are treated as medical expenses up to specified dollar limits that vary with the age of the taxpayer as of the close of the tax year. For 2025,…
…for single taxpayers in 2017 ($12,700 for married taxpayers filing a joint return) to $12,000 for single taxpayers in 2018 ($24,000 for married taxpayers filing a joint return). When comparing…
…to make the tax laws work for you Learn about key tax provisions including the latest OBBBA tax implications. Identify strategies for minimizing your taxes in the current tax environment….
…caused by this mailing.” IRS Backlog of Unprocessed Taxpayer Returns The IRS also continues to face a backlog in addressing taxpayer matters which is also very frustrating for taxpayers and…
…with the New Tax Law Excise Tax Changes Impact Tax Exempt Organizations New Rule for Tax-Exempt Not-For-Profit Organizations with Unrelated Business Taxable Income Tax Cuts and Jobs Act Resource Guide…
By Stephanie M. Casey, CPA, Tax Senior Manager | Family, Executive & Entrepreneur Advisory Services Team For many taxpayers the Tax Cuts and Jobs Act (the Act) passed in December…
…percent limitations, Pease limitations, and Alternative Minimum Tax (AMT), the new tax law shined a bright light on investment expenses. In the context of hedge funds, fund of funds, stock…
…bailout strategy. Given the difference between ordinary income tax rates and capital gain tax rates, it is easy to understand why the IRS might challenge a taxpayer’s reporting of a…