2019 Construction, Real Estate, CIRA Insights

Tax Prep, Planning & Strategy

Use Capital Losses to Offset Capital Gains

When is a loss actually a gain? When that loss becomes an opportunity to lower tax liability, of course. Now’s a good time to begin your year-end…

Tax Prep, Planning & Strategy

Don’t flood email inboxes with excessive communications

Is your not-for-profit making the most of its email list? If you send every item to individual donors, corporate supporters, volunteers and the…

Tax Prep, Planning & Strategy

Expanded 529 plans offer unique estate planning benefits

If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college…

Tax Prep, Planning & Strategy

A poorly worded apportionment clause can upend an estate plan

Federal estate tax liability is no longer an issue for many families, now that the gift and estate tax exemption stands at $11.4 million for…

Tax Prep, Planning & Strategy

Understanding the contents of a will

You probably don’t have to be told about the need for a will. But do you know what provisions should be included and what’s best to leave…

Tax Prep, Planning & Strategy

What’s the difference between the two types of power of attorney?

When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your…

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