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Discover the Tax Advantages of Health Savings Accounts

Discover the Tax Advantages of Health Savings Accounts

September 2, 2021
A tax-advantaged health savings account (HSA) allows you to pay for eligible medical expenses while working and after you...
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High Earners Aren’t Eligible for 2021 Child Tax Credit

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021
If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...
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The Place You Call Home: Relocating to a Tax-Friendly State

July 30, 2021
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Implications of Giving a Gift vs a Loan to Family

What Are the Implications of Giving a Gift Versus a Loan to Family?

June 30, 2021
Q: What is the difference between a gift vs an intrafamily loan? A:  When money is transferred with...
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Inflation View – The Big Worry

Inflation View – The Big Worry

June 7, 2021
In my 40+ years of investment experience, I have seen days of very high inflation (late 1970s – early...
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Tax Advantages To Combining College Funding with Estate Planning

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Tax Law and Home Ownership, Article

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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When to Consider a Roth IRA Conversion, Business Owner

When to Consider a Roth IRA Conversion

February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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