Guest Blog – 5 Gift Options for Tax Savvy Charitable Planning
Maybe you’re charitably minded or perhaps you have a tax situation such as a high-income year from selling a business or property? Then consider five ways to…
The “Right” Way to Add Adult Children to Your Bank Accounts
There actually is a “right” (and a “wrong”) way to add adult children to your bank accounts. It’s a scenario we see often-an older adult wants to add one of…
Benefits of Donating to Charity Using Your Retirement Assets
How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift from your IRA to…
Which state do I pay tax to if I’m spending time in more than one state?
For those that spend time living in more than one start during the year, determining which state is entitled to collect tax can be a tricky area of tax law. …
Covid canceled our Christmas Party!
What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so…
COVID-19 Relief Bill to Provide $900 Billion in Relief
The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief to individuals, families and businesses who may still…
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