What’s trending on NP Trusts & Estates

February 06, 2018

NP Trusts & Estates Blog

Author(s): Amy Bidleman, Dawn E. Lannon, CPA, Mary-Benham B. Nygren, Nicole A. Place, Aaron Poirier, CPA

Preparing for income tax season, expansion of payment from 529 plans, duties of an executor and more. Here’s what’s trending in estate planning and wealth management.

Income Taxes

What to do if you haven’t received your W-2

Your employer should provide you with a Form W-2 by January 31. Here are the steps you should take if you don’t receive one.—Aaron Poirier

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Are you required to file an individual income tax return for 2017?

W-2s and 1099s have been issued to you but will you be required to file an income tax return for 2017.—Amy Bidleman

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Planning ahead: how to avoid a delayed tax refund

The IRS has greatly improved their tax return processing speed and efficiency over the last few years, placing the burden of avoiding refund delays on the taxpayer. Adhering to these guidelines will ensure you receive your tax refund as quickly as possible.—Thomas A. Stedman

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Advantages of direct depositing your tax refunds

You wait all year for your tax refund so be sure to direct deposit it!—Dawn E. Lannon, CPA

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What you need to know about capital gains and losses

When you sell a capital asset you typically generate a capital gain or loss. Here are the basics on what capital gains and losses are, how they are calculated and their tax implications.—Jordan Tepfer

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Wealth Management

529 plans now available for primary and secondary education costs

As of January 1, 2018, 529 plans are available to cover more than college expenses.—Mary-Benham B. Nygren

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U.S. Savings Bonds: what you should know

U.S. Savings Bonds are debt securities issued by the Department of the Treasury to help pay for the government’s borrowing needs. Learn more about their issuance and payment of interest.—Deborah J. Wilcox Mabry

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Estate Administration

Duties of an Executor from Date of Death through Probate

You have been named Executor. Your loved one dies. Now what?—Nicole A. Place

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Protecting yourself from cyberattacks in 2018

As 2018 begins, take the time to remind yourself of how to protect you and your workplace from a cyber attack.—John G. Roman, Jr., CISSP

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The foregoing has been prepared for the general information of clients and friends of the firm. It is not meant to provide legal advice with respect to any specific matter and should not be acted upon without professional counsel. If you have any questions or require any further information regarding these or other related matters, please contact your regular Nixon Peabody LLP representative. This material may be considered advertising under certain rules of professional conduct.

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