Run The Numbers Before Donating Appreciated Assets To Charity

Are you charitably inclined? If so, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. But in some cases, selling appreciated assets and donating the proceeds may be a better strategy. That’s because adjusted gross income (AGI) li..........

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Scott Henvey
Scott Henvey

16 January, 2023

Investing, Retirement Planning, Taxes

How Savings Bonds Are Taxed

Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself. You may wonder how the interest you earn is t..........

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Maurice La Verdure
Maurice La Verdure

17 November, 2022

Investing, Taxes, Executives, Tax Reform, Planning, Investment Advisory & Wealth Mangement

With proper planning, a charitable remainder trust can replicate a “stretch” IRA

The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remai..........

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Maurice La Verdure
Maurice La Verdure

12 January, 2022

Business Owners & Entrepreneurs, Investing, Taxes, Executives, Tax Reform

Is a significant portion of your wealth concentrated in a single stock?

Estate planning and investment risk management go hand in hand. After all, an estate plan is effective only if you have some wealth to transfe..........

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Scott Henvey
Scott Henvey

1 October, 2021

Investing, Estate Planning, Tax Reform, Planning, Business Owners, Investment Advisory & Wealth Mangement, smallbusiness

Tax-favored ways to build up a college fund

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. ..........

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Scott Henvey
Scott Henvey

17 June, 2021

Investing, Investment Advisory & Wealth Mangement

Raising financially responsible kids

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L&H CPAs
L&H CPAs

14 July, 2020

Investing, Investment Advisory & Wealth Mangement

Is silence golden - The good and the bad of keeping your trust a secret

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L&H CPAs
L&H CPAs

14 July, 2020

Investing

Mutual Funds: Handle with Care at Year End

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips for you.

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L&H CPAs
L&H CPAs

14 July, 2020

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