What We Write
It’s Not Too Early to Plan Your Year End Investment Strategy
If your investments have fluctuated wildly this year, you may have already...
Benefits of a living trust for your estate
You may think you don’t need to make any estate planning moves because of the generous federal...
Being a gig worker comes with tax consequences
In recent years, many workers have become engaged in the “gig” economy. You may think of gig...
The Tax Rules for Donating Artwork to Charity
If you’re an art collector, you may wonder about the tax breaks available for donating artwork to...
Is the Money Received in a Lawsuit or Settlement Tax-free?
You generally must pay federal tax on all income you receive but there are some exceptions when...
Child Tax Credit: The rules keep changing but it’s still valuable
If you’re a parent, you may be confused about the rules for claiming the Child Tax Credit (CTC)....
Investing in the future with a 529 education plan
If you have a child or grandchild who’s going to attend college in the future, you’ve probably...
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