Davis Law Group

Proposed Tax Reforms and Estate Planning

July 25, 2022 DLG

To stay updated with federal estate tax laws, gifts, and generation-skipping tax (GST) exemptions, an annual review, and revision of your estate plan may be necessary. Since 2018, federal tax assessment on estates

Roth IRA Conversions After Tax Reform…Still a Good Idea?

April 12, 2018 Douglas Davis

Twenty years ago, the Roth IRA became available to investors as a financial tool for their estate planning needs. These accounts have maintained their popularity because unlike their traditional IRA counterpart, a Roth

What the New Tax Act Means for You

December 29, 2017 Douglas Davis

The new Tax Cuts and Jobs Act affects nearly everyone who pays taxes in America. Read on for several important points you should know about right now. As you may have heard on

tax reform

Proposed Tax Reforms and Estate Planning

Roth IRA Conversions After Tax Reform…Still a Good Idea?

What the New Tax Act Means for You

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