6 Tax Questions Every Individual Should Ask Before Year-End
We know your “to-do” list seems to grow longer during this time of year, but it is incomplete until you get clear about the answers to these six tax questions before the end of the year: Should I defer or accelerate income? If you anticipate being in a higher...
10 Tips for Maximizing Your Holiday Charitable Giving
Americans donated more than $316 billion to charity last year, according to a recent Forbes article, and most of those donations came from individuals. Holidays are the time when most people do their charitable giving, and it’s also the time when people...
5 Reasons Why an Irrevocable Trust May be Right for You
Since the federal estate tax exemption became over $10 million per person, and that exemption will be around through 2025, some people are regretting their choice to do estate planning using an irrevocable trust. For those who now have no purpose to have an...