Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications. Information is key when using this strategy! Learn more on this week’s “Tax Tip”!
Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen? Details outlined on our latest “Tax Tip of the Week”!
Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!