By Kenneth H. Bridges, CPA, PFS December 2025
Trusts can minimize estate tax, provide creditor protection, separate the management and control over assets from their beneficial enjoyment, avoid probate and ensure privacy. Accordingly, our clients typically employ the use …
By Kenneth H. Bridges, CPA, PFS December 2025
Late November through year end is the time for year-end tax planning. While every client’s situation is unique, here are some of the more common strategies we employ.
Acceleration or deferral …
By Kenneth H. Bridges, CPA, PFS November 2023
Could Art Donations Be the Next Syndicated Conservation Easements?
Anytime we are dealing with a charitable donation of something other than cash or publicly-traded stock, valuation becomes a major issue. For the …
By Kenneth H. Bridges, CPA, PFS June 2023
Quarterly estimated tax payments. Not exactly the sexiest of topics, but one we get a lot of questions about and one that creates a fire drill for our tax professionals the first …
By Kenneth H. Bridges, CPA, PFS June 2023
Charitable gifts of cash can provide a nice tax benefit. Charitable gifts of appreciated assets can provide an even greater tax benefit, as you can potentially get a deduction for the value …
By Shane D. McGrath, CPA June 2023
In a continued effort to promote the adoption of electric vehicles (EVs), recent updates to the tax code have expanded the existing tax credits while introducing new incentives. The Inflation Reduction Act extended …
By Kenneth H. Bridges, CPA, PFS December 2022
As discussed in previous articles I have written on the topic, Georgia has been the epicenter of the syndicated conservation easements industry, which has been in the IRS’ crosshairs for quite …
By Kenneth H. Bridges, CPA, PFS December 2022
For those who wish to get a charitable donations tax deduction today (e.g. potentially matching the deduction against a large gain from sale of their business), but wish to effectively control …
By Kenneth H. Bridges, CPA, PFS December 2021
Legislation proposed earlier in the year would have accelerated (to 2022) a significant decrease in the estate tax exemption (currently scheduled for 2026) and eliminated the basis step-up at death rule and …
By Kenneth H. Bridges, CPA, PFS April 2021
Often when a prospective client calls me, it is because they have just gotten sticker shock after learning how much they owe with their tax return. Many times, it is because they …