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Southpoint Estate Planning
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919-835-6762
Southpoint Estate Planning
Home
Practice Areas
Our Team
Blog
Videos
Resources
Schedule an Appoinment
Newsletter
Sign-in to Your Clio Client Portal
919-835-6762
Home
Practice Areas
Our Team
Blog
Videos
Resources
Schedule an Appoinment
Newsletter
Sign-in to Your Clio Client Portal
919-835-6762
2024 Annual Gift and Estate Tax Exemption Adjustments
Estate Planning, Estate Tax Dori Dixon 12/27/23 Estate Planning, Estate Tax Dori Dixon 12/27/23

2024 Annual Gift and Estate Tax Exemption Adjustments

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service (IRS).

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VITAL Act: Affordable Housing for People With Disabilities
Special Needs Planning, Special Needs Trusts Dori Dixon 7/23/23 Special Needs Planning, Special Needs Trusts Dori Dixon 7/23/23

VITAL Act: Affordable Housing for People With Disabilities

Although 26 percent of people in the United States have a disability, only 6 percent of housing meets basic accessibility requirements. Two in every five older adults experience a disability, and one in five adults are expected to be over 65 by 2030.

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This Tax Season, Seniors Can Get Free Assistance
Tax, Elder Law Dori Dixon 2/14/23 Tax, Elder Law Dori Dixon 2/14/23

This Tax Season, Seniors Can Get Free Assistance

When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access several forms of assistance for free.

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Location

5842 Fayetteville Road, Suite 113
Durham, North Carolina 27713

Hours

Monday — Thursday
9am — 5pm

Friday — Sunday
Closed

Contact

info@southpointep.com
(919) 835-6762