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Don’t Wait to Plan: 2025 Gift and Estate Tax Changes Could Impact Your Legacy

Don’t Wait to Plan: 2025 Gift and Estate Tax Changes Could Impact Your Legacy

Time is running out to take advantage of historically high estate and gift tax exemptions before they potentially sunset in 2026. Whether you're planning to transfer wealth now or preparing for the future, understanding the latest rules and strategies is essential. Read my blog for smart planning options that can protect your assets and minimize future tax burdens at StephanoSlack.com.

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Your Child’s Investment Income May Trigger a Bigger Tax Bill—Here’s Why

Your Child’s Investment Income May Trigger a Bigger Tax Bill—Here’s Why

Could your child’s savings trigger a higher tax bill for your family? The kiddie tax can catch families off guard—and cost more than expected. Learn how the rules work, who they apply to, and what smart steps you can take to avoid an unexpected tax bill. Read my blog to protect your family's finances and make informed filing decisions at StephanoSlack.com.

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