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Maurice La Verdure: Jan 12, 2022 3:39:02 PM
The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remainder trust (CRT) can allow you to replicate many of its benefits.
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Scott Henvey: Jan 12, 2022 3:31:29 PM
If you’re an employer with a business where tipping is customary for providing food and beverages, you may qualify for a federal tax credit involving...
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Maurice La Verdure: Jan 12, 2022 3:29:11 PM
While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s...
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Scott Henvey: Dec 15, 2021 11:00:00 AM
Don’t let the holiday rush keep you from considering some important steps to reduce your 2021 tax liability. You still have time to execute a few...
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Scott Henvey: Dec 13, 2021 3:41:29 PM
If you’ve recently divorced, your time likely has been consumed with attorney meetings and negotiations, even if everything was amicable. Probably...
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Maurice La Verdure: Dec 13, 2021 3:37:03 PM
The use of a company vehicle is a valuable fringe benefit for owners and employees of small businesses. This perk results in tax deductions for the...
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Maurice La Verdure: Dec 13, 2021 11:00:00 AM
If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick...
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Scott Henvey: Dec 9, 2021 11:00:00 AM
Hopefully, you already have a sound estate plan in place to protect the interests of your heirs and minimize potential estate tax liability. But that...
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Maurice La Verdure: Nov 15, 2021 3:38:44 PM
The need for a will as a key component of your estate plan may seem obvious, but you’d be surprised by the number of people — even affluent...
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Scott Henvey: Nov 15, 2021 3:32:14 PM
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic...
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Maurice La Verdure: Nov 15, 2021 11:47:35 AM
With Thanksgiving just around the corner, the holiday season will soon be here. At this time of year, your business may want to show its gratitude to...
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Scott Henvey: Nov 3, 2021 10:49:46 AM
The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $147,000 for 2022 (up...
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Maurice La Verdure: Oct 5, 2021 11:00:00 AM
Studies have found that more people are engaging in online gambling and sports betting since the pandemic began. And there are still more traditional...
