Archive

25Sep2017

Taking Advantage of Tax-Free Gifting

    Article Highlights: Lifetime exclusion Annual exclusion Medical exception Education exception Gifting techniques If you are fortunate enough to have a large estate – one large enough to be subject to the estate tax upon your death – you might be considering ways to give away some of your wealth to your family and

14Sep2017

Avoid Being Scammed by Fake Hurricane Charities

    Article Highlights: Fraudsters Urgent Appeals Tips to Avoid Scams & ID Theft Tax Documentation of Cash Contributions Whenever there is a disaster such as Hurricane Harvey or Hurricane Irma, the lowlifes show up and try to scam generous individuals out of money intended to go to victims of the disaster. Don’t you be

05Sep2017

Common Tax Issues Due to a Divorce

  Article Highlights:                                                                                                                                 Divorce Court vs. Federal Tax Law Who Claims the Kids Custodial Parent Tax Liabilities Joint and Several Liability Alimony vs. Child Support If you are in the midst of a divorce, if one is on the horizon, or if you are involved in a dispute with an ex-spouse over the terms