Patten and Company

Keep Family Disputes from Sinking Family Finances

Intergenerational squabbles don’t just make for tense holidays. Failures of trust and communication can put family wealth into jeopardy.

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Source: Keep Family Disputes from Sinking Family Finances

Other Posts

EIC: New Law Makes Major Changes

The earned income credit (EIC) has been around for years. But it’s never been worth as much as it will be for 2021 under the new American Rescue Plan Act (ARPA). Some favorable changes are only for the 2021 tax year, while others are permanent.

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For the 99.5% act

On March 25th, Senator Bernie Sanders introduced the “For the 99.5% Act,” a proposal that could significantly reduce currently available gift and estate tax exemptions. If passed, the act could impact families not previously subject to gift and estate taxes.

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