Giving Tuesday Tax Tips
Giving Tuesday is a popular time to make charitable contributions. Before contributing, do your due diligence. If you are making...
Gifting and Taxes Reminder
The current gift tax exclusion is $17,000 per person. If you are married, your spouse may also give $17,000 to...
It isn’t too early to plan to for the impending decrease in the estate tax exemption…
In 2017, the Tax Cuts and Jobs Act substantially increased the estate tax exemption. The estate tax exemption for 2024...
Pros and Cons of Charitable Remainder Trusts
Charitable remainder trusts (CRTs) can be useful vehicles when leaving significant assets to charity, while ensuring income to noncharitable beneficiaries...
Homestead and Property Taxes- What you should know…
As required by the Truth in Millage Act (TRIM), Florida homeowners will receive a notice from their county property appraiser...
Leaving Assets to a Charity
There are several factors to consider when leaving assets to a charity in your will or trust. First, be sure...
Taking Title in Real Estate
Many real estate agents will tell you that you can take title “however you want.” This may (or may not)...
The Legacy IRA Act is now law
The Legacy IRA Act is now law. The new provisions expand the previous definition of a qualified charitable deduction to...