December 05, 2018
If you are anything like me, your friends are a very important part of your life. I am very blessed in that I have a large group of friends from high school.
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05
Dec
19
Nov
November 19, 2018
With Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday just around the corner, the holiday shopping (and giving) season officially begins this week.
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May
May 12, 2017
Young adulthood often marks the passage of several major life events including beginning a career, getting married, starting a family, and buying a first home. As young adults ourselves, my husband and I welcomed our first child, moved states for a new career, and bought our first home, all in the past year.
While settling into being first-time parents and exploring our new neighborhood, another important item lingered on our to-do list: ensuring our son would be taken care of, if
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17
Feb
February 17, 2017
You want to help your child buy a house, while ensuring that you do so in a tax-smart way. While you may have the best intentions, helping out in the wrong way can cause you or your child, or both, to lose tax benefits.
So, what’s the best way to assist your child in buying a home?
The good news is that there are several strategies for helping your child that also preserve tax benefits related to home ownership. Two considerations are
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Jul
July 07, 2016
For charitably inclined individuals, many strategies exist that allow you to meet your philanthropic goals while creating tax savings. One strategy to consider is a Qualified Charitable Distribution, or QCD. QCDs are distributions that come directly from your IRA to a qualified charity of your choice. This type of IRA distribution is not included in the taxpayer’s AGI. QCDs became permanent with the Protecting Americans from Tax Hikes (PATH) Act of 2015, and this strategy allows individuals to
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