Taxes

By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades...

Taxes

The Economic Relief Bill Makes It Easier to Donate to Charity

Bob Williams - April 1, 2020 0

When the 2017 Tax Cuts and Jobs Act (TCJA) was passed it changed the rules about deductions for charitable giving. Under current law the only way...

Taxes

2019 IRA Contributions Delay

Bob Williams - March 23, 2020 0

As a result of the COVID-19 pandemic, U.S. Treasury Secretary Steve Mnuchin extended the 2019 tax filing date to July 15. As a result, it also...

5 Common Estate Planning Mistakes

Heirs Can Be Personally Liable For An Estate’s Taxes

What You Can Do with a 529 Education Savings Accounts

Getting Your Social Security Benefit Statement for Tax Purposes

Crazy Things that are Taxable

5 Ways to Take Money from Your IRA Without Paying a Penalty

12 States That Keep Retirement Dollars in Your Pocket

Medical Reimbursement Accounts

Gift Tax Trap

The Secret of Giving Depreciated Assets to a Spouse

How Long Should I Keep Tax Records

7 Estate Planning Potholes

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

The Economic Relief Bill Makes It Easier to Donate to Charity

2019 IRA Contributions Delay