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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

What Are the Implications of a Loan Versus a Financial Gift to a Family Member

December 30, 2022
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about tax-advantaged moves to make by...
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5 Common Tax Questions

5 Common Tax Questions

October 15, 2022
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

October 2, 2022
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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Tax Planning During Market Corrections

Tax Planning During Market Corrections

September 3, 2022
Economic downturns and market corrections can provide opportunities for investors. Though it may be painful to watch your account...
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Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan

August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
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Financial Benefits of Moving to Tennessee

Financial Benefits of Moving to Tennessee

April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
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Financial Benefits of Moving to South Dakota

Financial Benefits of Moving to South Dakota

March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Financial Benefits of Moving to Nevada

Financial Benefits of Moving to Nevada

February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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Financial Benefits of Moving to Florida

Financial Benefits of Moving to Florida

January 14, 2022
Moving to the Sunshine State has more benefits than just swapping out cold winters for year-round warm weather and...
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Financial Benefits of Moving to Texas

Financial Benefits of Moving to Texas

December 14, 2021
Texas is becoming a popular state to move to, especially among younger populations, for many reasons. With multiple metropolitan...
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