Mar 3, 2020 | Tax, Uncategorized
Four Tax Saving Opportunities March 4, 2020 Every year is an election year when it comes to making decisions on your annual income tax return. Here are four common examples that can create tax savings opportunities if you elect the correct option. 1. Tax...
Mar 2, 2020 | Uncategorized
The IRS Data Theft Problem March 4, 2020 What better place for online thieves to target than a database that contains 300 million+ Social Security numbers and a treasure trove of financial information? The IRS has 52 Internet applications to help U.S. citizens...
Feb 18, 2020 | Savings, Uncategorized
How to Take Advantage of the New Retirement Rules February 21, 2020 The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new...
Feb 13, 2020 | Estate Planning, Uncategorized
Take Steps to Curb Power of Attorney Abuse February 18, 2020 A financial power of attorney can be a valuable planning tool. The most common type is the durable power of attorney, which allows someone (the agent) to act on the behalf of another person (the...
Feb 11, 2020 | Tax, Uncategorized
Determining Whether You Need to File a Gift Tax Return February 13, 2020 For 2020, the lifetime gift and estate tax exemption has reached a whopping $11.58 million ($23.16 million for married couples). As a result, few people will be subject to federal gift...
Feb 5, 2020 | Savings, Uncategorized
How to Take Advantage of the New Retirement Rules February 21, 2020 The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new...
