14 Feb
February 14, 2019

Tax season. Those two words can launch a wide range of emotions, largely dependent on whether you will receive a refund or owe money to the IRS and/or your state when your tax return is filed.

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule.

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26 Sep
September 26, 2018

Did you know that women are more likely to give to charity, tend to give more to charity, and are more likely to volunteer compared to men?

Based on survey results published by Fidelity Charitable, women are also more likely than men to seek advice from professionals when making decisions about their charitable giving.

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03 Feb
February 03, 2016

Tax season is upon us, and many investors may receive an unpleasant surprise on the 1099 forms from their investment accounts. Box 2a on Form 1099-DIV reports total capital gain distributions from mutual funds and exchange-traded funds (ETFs). These distributions represent gains realized by the funds and are taxed as long-term capital gains in the year they are paid to the investors. Translated into plain English: you have to pay tax on capital gain distributions.

Typically, actively

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