The Success Tax Shuffle
by William (Bill) Green, CFP, FMA, FDS, CIM
There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it’s a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing with the government and paying the biggest tax bill they will ever see.