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Taxes

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Taxes

2024 Standard Deduction and Tax Rate

Bob Williams - 0
It won’t be long before you’ll be fussin’ and cussin’ again as you gather all the tax information needed to step back in the...
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Taxes

Just Because You Give It, Doesn’t Remove It from Your Estate

Bob Williams - 0
Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that gifts reduce the size of...
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Taxes

Ask Bob: Gifting

MyPersonalCFO - 0
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
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Taxes

Guarding Against the Survivor Trap

Bob Williams - 0
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
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Taxes

The Other Shoe is Dropping on Homeowners

Bob Williams - 0
What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....
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Taxes

Free Tax Help for Seniors

Bob Williams - 0
Tax Time—it’s one of those phrases that strikes fear in the hearts of even the strongest among us. It can send one spouse scurrying...
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Taxes

How Long Should We Keep Tax Records?

Bob Williams - 0
There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I keep tax...
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Taxes

Ask Bob: Complex Assets

MyPersonalCFO - 0
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...
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Taxes

Year-End Investment Checklist

Bob Williams - 0
The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going...
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Taxes

The IRS Will Tax Less of an Estate in 2023

Bob Williams - 0
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...
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