Sep 1, 2020 | Savings, Uncategorized
A Gift of Stock Information is Key When Using this Tax Planning Strategy September 8, 2020 You own some stock that has increased in value. To avoid a possible taxable gain by selling the stock, you wish to give it directly to a child or grandchild. This...
Sep 1, 2020 | Savings, Uncategorized
Find a Budget Method that Works for You September 4, 2020 You have your own unique personality, preferences and lifestyle. Likewise, how you manage and organize your finances can have its own personality, including how you budget. Here are five different...
Aug 27, 2020 | Tax, Uncategorized
IRS Temproarily Stops Mailing Notices to Taxpayers with Balances Due September 1, 2020 The IRS has suspended the mailing of three notices – the CP501, the CP503 and the CP504 – that go to taxpayers who have a balance due on their taxes. Although the IRS...
Aug 27, 2020 | Estate Planning, Uncategorized
The Importance of an Original Will September 1, 2020 In a world that’s increasingly paperless, you’re likely becoming accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original,...
Aug 19, 2020 | Estate Planning, Uncategorized
5 Reasons to Turn Down an Inheritance August 20, 2020 You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass your estate and go to the next beneficiary in line. What are the reasons you’d take this...
Aug 6, 2020 | Estate Planning, Uncategorized
Estate Planning for College Bound Students August 13, 2020 It’s August, and that means it’s time to get ready to go back to school for many students. If your child recently graduated from high school and is heading to college in the next few weeks,...
