Some of these tax breaks deserve more publicity than they receive. The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300...
Investment firms have a new client service requirement. This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and...
“Are you concerned about the inheritance taxes your heirs may have to pay?” Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating a charitable lead trust. A charitable lead trust is...
What should you keep in mind as you donate? Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to...
The little things independent contractors should do before April. Do you freelance or run a business on the side? You have a complicated tax situation, all stemming from one fact – when you earn a paycheck, taxes are not immediately taken out of it. Many freelancers...