Legislative Update
In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act in 2016… Read More
Social Security Changes
Congress made some unexpected changes to common social security filing strategies when it passed the Bipartisan Budget Act of 2015…… Read More
Charitable Giving Summary
What exactly qualifies as a charitable gift in the eyes of the IRS? A charitable gift is a contribution of cash, property, or the use of property to a qualified charity… Read More
Key Estate Planning Documents
Everyone thinks estate planning is for the wealthy. But there are at least five essential planning documents you may need regardless of your age, health, or wealth… Read More
Estate Planning and Tax Basis
Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or leave specific property to your heirs. It also plays into your inheritance… Read More
Estate Document Locator
When you pass away, you won’t be around for your loved ones to ask you where you keep important documents. Documents that they will need to handle things once you are gone. That includes your “cyber” assets. Read More
Have You Checked Your Retirement Plan Lately?
Some people never look at their 401k statement. It’s generally a good idea to review your statement at least once per year, preferably with some professional guidance… Read More
Health Savings Accounts Summary
ObamaCare seems to be here to stay. With the ever increasing rise of health care costs and insurance premiums, and other market changes, Health Savings Accounts can be very advantageous for many taxpayers… Read More
529 College Savings Plan
College is expensive and getting even more expensive every year. Code Section 529 College Savings Plans can be a tax favored method to save for your kids or grand-kids education… Read More