Our Estate Planning and Elder Law Blog
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The $6,000 Senior Deduction Shrinks as Your Income Grows, and Year-End Roth Conversions Are Where It Bites
The $6,000 senior deduction phases out as income rises. Learn how year-end Roth conversions can affect your deduction and tax planning.
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There Is a 45 Percent Tax Bracket Between $505,000 and $606,000. It Is Not on Any IRS Table.
Learn how the 2026 SALT cap phasedown creates a roughly 45% effective bracket above $505,000, and how to time income before December 31.
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Your Charitable Giving Now Has a Deductible Floor. In Virginia, You Face Two Different Cuts.
Learn how the 2026 charitable deduction floor and Virginia Pease rules affect giving, bunching, QCDs, and tax planning before year-end for Virginia taxpayers.
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Virginia and Federal Tax Rules Just Diverged. Here's What That Means Before Your September Tax Bill.
Learn how Virginia’s 2026 federal tax conformity updates may affect taxpayers, deductions, and tax planning strategies with insights from Alperin Law today.
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Unlocking “Stuck” Investment Portfolios: A New Tax-Efficient Strategy
Unlock “stuck” investment portfolios with a tax-efficient strategy. Learn how smart planning can reposition assets and reduce capital gains taxes effectively.
