If Santa season has snuck up on you and you’re not sure how to fund the holiday fun, you’re not alone. First Bank would like to provide a few helpful tips to help you navigate the expense of the holiday merriment.
George Nicola, Vice President and First Bank’s Director of Portfolio Management and Investments, and Joe Maxwell, Managing Partner at FINTOP Capital, held a virtual discussion on Wednesday, January 26, 2022 on the Capital Market Recap and Outlook and Digitization of Your Wealth.
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.