The IRS Digs Deeper
Episode 294 – For several years, the IRS has been focusing its audit activity on people making more than $10 million per year. But the results have been disappointing, and the IRS has decided to aim lower.
Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance.
Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
30 All-Stars and other celebrities are set to hit the links for local charities at the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 29, 2024, at The Links at Hiawatha Landing.
Don’t Make This Million-Dollar Mistake with Your 401(k)!
Episode 292 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan.
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?