Tax Reform: Three Provisions That Could Affect Borrowers
- May 20, 2019
Most of the changes enacted by the Tax Cuts and Jobs Act took effect in tax year 2018. So the current tax-filing season is...
Are you fiscally fit? Six tips for healthy finances in 2019
- March 7, 2019
written by Melinda Thurman Whether it’s to exercise more, lose weight or eat better, the most common New Year’s resolutions center...
Practical moves for individuals navigating the tax law
- October 30, 2018
written by Jay Logal As tax season quickly approaches, taxpayers are searching for successful year-end tax strategies to set them up...
The impact of the Tax Cuts and Jobs Act on charitable giving
- October 15, 2018
written by Ray Moncrieffe 1,571,056. That’s the number of tax-exempt organizations in the United States, according to the National Center for...
IRA Rollover Rules Changing after Tax Court Decision
- June 22, 2014
written by Chelsey Dollarhide Individuals have traditionally enjoyed flexibility in moving their retirement savings from one type of retirement plan to...
Looking Back to 2013 Before Moving Forward for Tax Savings in 2014
- June 15, 2014
by Melinda Thurman Now that the 2013 tax filing deadline is behind you, it’s not too early to turn your attention...
Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 1
- May 12, 2014
written by Brenda Logsdon A GRAT is an estate planning technique that minimizes the tax liability existing when inter-generational transfers of...
Understanding Key 2014 Tax Changes
- March 10, 2014
While you may be concerned about your 2013 tax return, right now is a good time to start thinking about 2014....
Planning for Charitable Contributions
- February 4, 2014
With the increase in tax rates for capital gains to 20% for higher income taxpayers with adjusted gross incomes over $400,000...