More Give in the Gift Tax
The Tax Cuts and Jobs Act of 2017 increased the federal estate tax exemption to… Continue Reading →
Take Steps to Avoid the Warm Weather Slow Down
During the summer, it may be true that “the living is easy,” as the old… Continue Reading →
Home Equity Loans May Still Be Deductible
The Tax Cuts and Jobs Act of 2017 affects the tax deduction for interest paid… Continue Reading →
A Closer Look at Changes to Business Deductions in 2018
The good news is that the Tax Cuts & Jobs Act of 2017 lowered corporate… Continue Reading →
How the New Tax Law Will Impact Divorce
When couples divorce, financial negotiations often involve alimony. The tax rules regarding alimony were dramatically… Continue Reading →
Five-Year Test for Roth IRAs
The pros and cons of Roth IRAs, which were introduced 20 years ago, are well… Continue Reading →
Weighing the Risks of Bond Funds
Most portfolio allocations call for a mix of stocks (equities) and bonds (fixed income). The… Continue Reading →
Insuring Key People at Small Companies
At a multinational corporation, the loss of any single employee may hardly cause a ripple… Continue Reading →
Substantiating Employee Expenses
If you work for a business, you might incur certain expenses that are related to… Continue Reading →
Solving the Annuity Puzzle
Americans hold billions of dollars in annuities, yet they are widely misunderstood. Used properly, an… Continue Reading →