2023 Federal Tax Reference Guide

January 4, 2023

Updated for the 2022 tax year, the guide provides a convenient reference for tax preparers and is broken down by income, Investment, Retirement, Charitable Gifts and Estates.

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2022 Federal Tax Reference Guide

February 10, 2022

Updated for the 2021 tax year, the guide provides a convenient reference for tax preparers and is broken down by Income, Investment, Retirement, Charitable Gifts and Estates.

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2021 Federal Tax Reference Guide

January 21, 2021

Updated for the 2020 tax year, the guide provides a convenient reference for tax preparers and is broken down by Income, Investment, Retirement, Charitable Gifts and Estates.

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Estate Planning When a Spouse is a Non-U.S. Citizen

December 23, 2020

We can help clients married to non-US citizens understand the tax and inheritance laws of relevant countries to optimize the distribution of wealth during life and death.

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More Than Sunshine: Establishing Florida Residency for Tax Savings

April 21, 2016

Once you relocate to Florida to take advantage of its favorable tax status—no state income and inheritance tax—there are several steps you should take to establish residency.

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