With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to file a gift tax return come tax time. Nontaxable Gifts … Continue reading
25 January 2021
When Does a Gift Require a Gift Tax Return, and Gift Tax?
2 September 2020
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you after you’re gone. It also ensures that all of your wishes are carried out the way you want. Many people put it off … Continue reading
12 August 2020
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement account is being managed by an employer-sponsored retirement fund and … Continue reading
30 July 2020
When Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for you. Oftentimes, the desire to retire is based on a … Continue reading
3 June 2020
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared with a tax-savvy retirement plan? While many boomers are rewriting … Continue reading
21 May 2020
How to Pay for College Tuition
For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend college. What will higher education look like in the fall? … Continue reading
8 May 2020
Making Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what is most important in life. It’s natural to feel uncertain … Continue reading
11 February 2020
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double the amount of recommended grants—over $23 billion—to qualified charities over … Continue reading
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