The Estate of The Union Season 2|Episode 8 is out now!
The Estate of The Union Season 2|Episode 8 is out now! Homelessness is not going away. How we manage it can be frustrating and sometimes
May 25, 2023
Tax Scams Involving Charitable Remainder Annuity Trusts
Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
May 22, 2023
Qualified Charitable Distributions Reduce Tax Burden
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
January 16, 2023
How Charitable Giving can Benefit the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
December 21, 2022
Planning items to consider in your 50s
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
January 19, 2022
The Estate of The Union Episode 12 is out now!
The Estate of The Union Episode 12 is out now! This is the traditional time for giving. Giving to a cause and giving of ourselves.
December 14, 2021
Consider an Estate Planning Checklist
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
August 30, 2021
Charitable Remainder Trusts can reduce Taxes
Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much is left to heirs.
August 25, 2021
Charitable options to Reduce Estate Taxes
Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…
July 7, 2021
Retirement Assets to include in your Planning
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
July 1, 2021