By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® This article is the first of a two-part series. Part 1 focuses on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of changing state residency. We are commonly asked questions surrounding how to establish tax residency in a new state. […]
Archives for November 2020
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK. “Hi, my name is Jane. The social worker at my mom’s rehab facility told me I should reach out to you. What is it that you do? I’m really hoping that you can help […]
Year-End Charitable Giving Reminders
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation. Be sure that […]
