Blog

Monday, January 28, 2019

Find Out & Learn The 7 Things Hackers Don’t Want You To Do One of my biggest fears, for my clients and for myself, is having any kind of personal information compromised. This is more devastating than you can imagine! When this...

 

Friday, April 27, 2018

ELDER CARE, UNDERSTANDING INVESTMENTS Do you have an HSA? Have you thought about what will happen to those funds after you are gone? You may be surprised. At your death, any funds remaining in your HSA are payable to the beneficiary...

 

Tuesday, October 3, 2017

October 16th Last date for filing a personal income tax return that is on extension. Last date to make a 2016 SEP IRA contribution, IF the employers tax return is on extension. (Note: this does not apply to IRA contributions, even if a...

 

Friday, September 22, 2017

A friend of mine recently asked: “What are the top 5 Index Funds?” My answer is, “it depends.” Index funds or ETFs are portfolios constructed to match or track a pre-specified basket of underlying investments....

 

Friday, September 22, 2017

TAXES, UNDERSTANDING INVESTMENTS You may have heard of the Net Unrealized Appreciation (NUA) tax break. This is a special rule that allows you to qualify for capital gains treatment on distributions of appreciated employer stock from...

 

Show All

Friday, September 22, 2017

What is an IRD deduction? An IRD (Income in Respect of a Decedent) deduction is a way of offsetting the impact of double taxation on federal estate tax and income tax on certain inherited assets. It is an income tax deduction for the...

 

Thursday, May 4, 2017

TAXES, FINANCIAL PLANNING, RANDOM THOUGHTS Documents have a way of stacking up. I don’t like to hang on to paper any longer than I have to. Here is a quick reference guide I recommend for document retention: Tax Returns: Keep tax...

 

Thursday, April 27, 2017

TAXES, RETIREMENT SAVINGS Most people have to pay taxes, but no one should pay more than their fair share of taxes. If you are not happy with the amount of taxes that you paid for last year, now is a good time to ask why and look into...

 

Tuesday, April 18, 2017

TAXES, CHARITABLE PLANNING Howard, age 70 ½, has started taking his Required Minimum Distribution (RMD) from his IRA. He also has a favorite charity that he loves to donate money. Unfortunately, Howard is not able to fully...