by Barton Walter and Krier | Sep 16, 2026 | Uncategorized
Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Often, this is a side activity to a career in another field or running another type of business —...
by Barton Walter and Krier | Aug 31, 2026 | Tax Services
With an exemption amount of $15 million per individual (generally $30 million for married couples), the federal estate tax doesn’t apply to many people in 2026. However, some states impose an estate tax on much smaller estates, and some have an inheritance tax in lieu...
by Barton Walter and Krier | Jul 28, 2026 | Tax Services
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide tax-saving opportunities. Your tax bracket The legislation commonly known as the One Big...
by Barton Walter and Krier | Jun 9, 2026 | Uncategorized
If you’re covered by a high-deductible health plan (HDHP), you can contribute pretax income to a Health Savings Account (HSA). Funds can be withdrawn tax-free to pay qualified medical expenses. The IRS annually adjusts various HSA and HDHP limits for inflation. For...
by Barton Walter and Krier | May 29, 2026 | Tax Services
For 2026, the federal gift and estate tax exemption is $15 million — effectively $30 million for a married couple. “Portability” allows any unused portion of a deceased spouse’s exemption to be transferred to the surviving spouse. But it isn’t automatic. The executor...
