• posted: Aug. 15, 2025
• Albert Lavezzo
• Tax Planning
• estate tax,  tax,  TCJA

On July 4, 2025, federal legislation was signed that brings significant changes to the American tax law landscape. Among other components, the law extends and in some cases amends several Read More

• posted: May 30, 2025
• Albert Lavezzo
• Tax Planning
• vulnerability,  FPOA,  tax filings,  property transactions

Among the various tools available to carry out management of your wealth is a financial power of attorney, which lets you delegate certain fiscal responsibilities to a trusted confidant. Circumstances Read More

• posted: Feb. 18, 2025
• Albert Lavezzo
• Estate Planning,  Tax Planning
• taxable estate,  lifetime exemption,  document gifts

The federal gift and estate tax annual exclusion allows you to give away a certain amount of your property to another person each year tax-free. As of 2025, the exclusion Read More