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The 2018 Gift Tax Return Deadline

When you think of April 15, you probably think of the income tax return deadline. But it’s also the gift tax return deadline. Find out if you mus t (or should) file a 2018 gift tax return this April.

What Will Your Marginal Income Tax Rate Be?

The TCJA made changes to some of the middle income tax brackets that may negatively affect unmarried taxpayers and positively affect married taxpayers. Find out the potential impact on your rate for 2018 and 2019.

Investment Predictions for 2019

The top three asset classes in which we expect significant investment activity to occur in 2019 are single family rental real estate, the secondary note market and private equity. Here’s why.