Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...
Thanksgiving 2020
Here are some tips that the CDC have released for Thanksgiving this year: *Having a small dinner with only people...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Estate and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
IRA Contribution
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...