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Daily Archives: December 15, 2020

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Planning Priorities: Tax Moves Before Year End

New Year/End of Year, Tax, VideoBy Editorial TeamDecember 15, 2020

In this episode of Planning Priorities, Emily Rubenstein, CPA, a Tax Consultant with Henssler CPAs & Advisers, highlights some moves you can make in the next few weeks to improve your 2020 tax situation.

“Simple” Division of Assets Can Create Larger Estate Plan Issues

Case Study, Estate, FeaturedBy Editorial TeamDecember 15, 2020

The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.

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