Taxes

A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...

Taxes

The Other Shoe is Dropping on Homeowners

Bob Williams - July 12, 2022 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....

Taxes

2024 Year End Financial Moves to Make Right Now

Bob Williams - October 23, 2024 0

It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...

unrecognizable hacker with smartphone typing on laptop at desk

Taxes

Complex Assets

Bob Williams - August 14, 2019 0

Taxes

What To Do About The Widow’s Penalty

MyPersonalCFO - June 11, 2025 0

Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard. The sun was shining; the...

Taxes

Charitable Giving Strategies

Bob Williams - October 3, 2024 0

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...

6 Tax Breaks Retirees Often Don’t Think About

SECURE Act 2.0 – The IRS Sweetens the Retirement Pot

Qualified Charitable Distributions

Gifting Tax Rules

The Dangers of Inheriting a Health Savings Account (VIDEO)

Taxes – Putting the Kids on the Deed

11 Deductions You Can Still Take

2019 IRA Contributions Delay

The Most Forgotten Tax Deductions Business Owners Should Take

Gifting Tax Rules

The Other Shoe is Dropping on Homeowners

2024 Year End Financial Moves to Make Right Now

Complex Assets

What To Do About The Widow’s Penalty

Charitable Giving Strategies