Vicki began her career with Lewis and Knopf, P.C. in 2001 as an administrative assistant and now serves as the firm’s portal administrator. In her day-to-day role, she maintains and supports the firm’s net client portals and performs other office administrative tasks.
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Assurance
Consulting
Estate and
Trust Services
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Tax
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Financial Sense Blog
Navigating Potential Changes in Capital Gains Tax: What Business Owners and Boomers Need to Know
As a business owner or a baby boomer planning to sell your business or a significant real estate asset, understanding potential changes in capital gains tax is crucial. President Biden’s FY 2025 budget proposal includes significant tax reforms aimed at wealthier taxpayers, which could impact your financial planning. While these proposals are not yet law,…
Gift and Estate Tax Primer
The tax code places limits on the amounts that individuals can gift to others (as money or property) without paying taxes. This is meant to keep an individual from using gifts to avoid the estate tax that is imposed upon the assets owned by the individual at their death. This can be a significant issue…
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