by John R. Augenblick | Jul 29, 2025 | Blog
When considering how best to pass assets to loved ones, thoughtful planning offers a path to preserve what you’ve worked diligently to build. Taking a proactive approach today helps ensure that your family can benefit tomorrow by allowing yourself time to evaluate...
by John R. Augenblick | Jul 14, 2025 | Blog
Key Takeaways: Pennsylvania Capital Gains Tax Pennsylvania taxes all capital gains, regardless of holding period, as personal income at a flat rate of 3.07%. There is no distinction between short-term and long-term gains. Federal capital gains tax rates vary, based on...
by John R. Augenblick | Jul 14, 2025 | Blog
Estate taxes have the potential to significantly diminish the assets your heirs ultimately receive. For Pennsylvania residents, understanding how both federal and state rules may apply is an important step in protecting the wealth you’ve worked hard to build. With...
Recent Comments