- Our Team
March 15, 2015
Are you aware of the new tax credit limits and regulations that have started in 2015? We believe that knowing this information earlier in the year will benefit you more as you plan for your business or household.
We’ve created an easy to read ‘cheat sheet’ of all the important items.
December 20, 2019
Avoid these common mistakes For 2019, the lifetime gift and estate tax exemption has reached a whopping $11.40 million ($22.80 million for married couples). As a result, few people will be subject to federal gift taxes. If your wealth is well within the exemption amount, does that mean there’s no need to file gift tax […]
November 27, 2019
One downside of contributing to a traditional IRA is that, once you reach age 70½, you must begin taking required minimum distributions (RMDs) — and pay taxes on those distributions — whether you need the money or not. But if you’re charitably inclined, you can use a qualified charitable distribution (QCD) to avoid taxes on […]