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Tax Policies

Gary quoted in NY Post - New York City's rich are getting hit with record tax bills

Submitted by Madison Planning Group on April 16th, 2019

On Sunday, April 14th, Gary was quoted in the New York Post in an article pertaining to how wealthy New York residents are getting hit with record high tax bills.

Tags:
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
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There's Still Time to Contribute to an IRA for 2018

Submitted by Madison Planning Group on February 22nd, 2019

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018).

Tags:
  • IRA
  • Retirement
  • Retirement Planning
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
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Gary Attends Ed Slott and Company Training

Submitted by Madison Planning Group on November 6th, 2018

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Coronado, Calif. October 25-27, 2018.

Tags:
  • Ed Slott
  • Estate Planning
  • IRA
  • Retirement Planning
  • Tax Policies
  • Tax Season
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Mid-Year Planning: Tax Changes to Factor In

Submitted by Madison Planning Group on May 17th, 2018

Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are permanent, others (including most of the tax cuts that apply to individuals) expire at the end of 2025.

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What are the gift and estate tax rules after tax reform?

Submitted by Madison Planning Group on May 7th, 2018

What are the gift and estate tax rules after tax reform?

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18 million in 2018 (adjusted for inflation in later years). After 2025, the exclusion is scheduled to revert to its pre-2018 level and be cut approximately in half.

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2018 Retirement Plan Contribution Limits

Submitted by Madison Planning Group on February 26th, 2018
Tags:
  • 401k
  • 403b
  • IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Tax Policies
  • Tax Season
  • Taxes

Tax Cuts and Jobs Act: 529 Plans Expanded

Submitted by Madison Planning Group on February 1st, 2018

Tax Cuts and Jobs Act: 529 Plans Expanded

In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law.

Tags:
  • College
  • College Planning
  • Tax Policies
  • Taxes
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Tax Cuts and Jobs Act

Submitted by Madison Planning Group on December 21st, 2017

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018.

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  • Tax Policies
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Proposed Tax Reform Legislation

Submitted by Madison Planning Group on November 21st, 2017

On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate Republicans released their own plan. The two plans have much in common, but also have significant differences. Some key provisions of these tax proposals are discussed below.

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  • Tax Policies
  • Tax Proposal
  • Taxes
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Examining The Taxpaying Population: Where Do You Fit In?

Submitted by Madison Planning Group on September 28th, 2017

Examining the Taxpaying Population: Where Do You Fit In?

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and information returns that have been filed with the federal government. Recently published reports reflect data gleaned from 2014 individual federal income tax returns.

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