Posts about
Tax
Hate Budgeting, Love Shortcuts?
Budgeting is like sitting in traffic; no one wants to do it, but it is essential for arriving at...The IRS Has Trust Issues
In late 2023 and throughout 2024, federal investigators uncovered millions of dollars in fraudulent...The Critical Role of Tax Planning in Your Financial Plan & Investments
For most successful investors, tax planning is a vital supplement to a comprehensive financial...Summary of Itemized Deduction Changes Under the 2025 Act
Following is a summary of federal tax law changes enacted under the 2025 Act, formerly known as theTax and Family Benefits of Hiring Children in a Family Business
Many family businesses naturally involve multiple generations - from grandparents to teenagers -...Charitable Giving Before 2026: Why Timing Could Boost Your Impact
Charitable giving is a fantastic way to help non-profit organizations you care about achieve their...Cybersecurity and Taxes: Navigating the Dirty Dozen
Understanding the IRS Dirty Dozen Each year, the IRS publishes a list of common tax scams known as...Unlocking Retirement Potential: Tax Implications of Rolling Over 529 Plans to Roth IRAs
With the passage of the SECURE 2.0 Act, families now have an exciting new financial planning...Thinking of making a change to your permanent life insurance policy? Be sure to understand the income tax “what-ifs” and big risks.
Let’s start with the basics: What is permanent life insurance? Unlike term life insurance, which...