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The Great Tax Sunset: How To Prepare

The Tax Cuts and Jobs Act (TCJA) was passed by Congress in December 2017. This legislation reduced personal, corporate and estate taxes. Although many corporate tax changes were made permanent, most individual changes will expire after 2025. In this blog,…
By: John Toth and Yujie Liang In December 2017, the Tax Cuts and Jobs Act (TCJA) was passed by Congress and signed by former President Donald Trump. This legislation… https://www.weinsteinspira.com/blog/2023/03/great-tax-sunset-how-prepare/

How to Minimize Tax on Investment Income

When you invest in financial instruments, such as stocks, mutual funds, IRAs/401ks, commodities, and even cryptocurrency, the main goal is to grow your wealth. In many cases, once that initial investment decision is made, people tend to leave it there and…
By Carolyn H. Stanton When you invest in financial instruments, such as stocks, mutual funds, IRAs/401ks, commodities, and even cryptocurrency, the main goal is to grow… https://www.weinsteinspira.com/blog/2022/06/how-minimize-tax-investment-income/

Video: 2019 Estate Tax Updates

Estate planning in 2019 is changing with the tax bill! Amy is sharing the new tax updates that may affect you.
Estate planning in 2019 is changing with the tax bill! In the video below, Amy is sharing the new tax updates that may affect you. Contact her here if you have any questions… https://www.weinsteinspira.com/blog/2019/03/video-2019-estate-tax-updates/

Year-End Tax Strategies to Set Your Family Office Up for Success in 2018 and Beyond

Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals.
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves… https://www.weinsteinspira.com/blog/2017/11/year-end-tax-strategies-set-your-family-office-success-2018-and-beyond/

O Canada! Establishing Business and Paying Taxes Beyond Your Native Land

While our countries both call North America home, establishing and doing business in the United States means an entirely new set of rules, regulations and implications for our Canadian neighbors. As a Canadian entrepreneur, business owner or CFO, it’s imp…
While our countries both call North America home, establishing and doing business in the United States means an entirely new set of rules, regulations and implications for our… https://www.weinsteinspira.com/blog/2017/08/o-canada-establishing-business-and-paying-taxes-beyond-your-native-land/