Tax Cuts and Jobs Act — Our Blog | Parkshore Wealth Management

Posts tagged Tax Cuts and Jobs Act

The Sunset of the Gift and Estate Tax Exemption: Ways to Adapt Your Estate Plan

The looming sunset of the federal lifetime gift and estate tax exemption means now is the time to plan. Here are strategies to consider.

Estate PlanningParkshore Wealth ManagementMay 1, 2024Federal Gift Tax, Federal Estate Tax, Tax Cuts and Jobs Act, Taxable Estate

Seizing the Moment: The Benefits of End-of-the-Year Roth Conversions

It’s not too late to do a Roth conversion. Here are reasons to consider a Roth conversion by the end of the year.

Retirement PlanningKristen LukeNovember 15, 2023IRA, Roth, Traditional IRA, SEP, SIMPLE, RMD, Required Minimum Distribution, Tax Cuts and Jobs Act