TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

Conway, Deuth & Schmiesing, PLLP

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Estates and Trusts

Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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Article

Larry Stulen

March 4, 2025

The 2024 gift tax return deadline is coming up soon

If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine More

Article

Larry Stulen

January 3, 2025

Know When a Gift Tax Return is Required or Recommended

Thanks to the annual gift tax exclusion, you can systematically reduce your taxable estate with little effort. And More

Article

Stacey Seviola

November 11, 2024

Maximize your year-end giving with gifts that offer tax benefits

As the end of the year approaches, many people start to think about their finances and tax strategies. One More

Article

Jeff Rislov

November 11, 2024

Donor-advised Fund: A powerful vehicle for charitable giving

If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and More

Article

Stacey Seviola

October 10, 2024

What are the duties of an executor?

A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an More

Article

Jeff Rislov

August 9, 2024

IRS issues final regulations on inherited IRAs

The IRS has finalized regulations for the “10-year rule” regarding required minimum distributions More

Article

March 25, 2024

What are your options to fund long-term care expenses?

Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will More

Article

February 1, 2024

A power of attorney is a critical component of an effective estate plan

While much of your estate plan focuses on actions that take place after death, it’s equally important to have a More

Article

Stacey Seviola

December 28, 2023

Where should you keep your estate planning documents?

You’ve likely put a great deal of time, effort and expense into implementing an estate plan that meets your goals. More
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