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Don’t Forget Income Taxes When Planning Your Estate
As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned...
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Retirement & Wealth
Seller-Paid Points: Can Homeowners Deduct Them?
In its latest report, the National Association of Realtors (NAR) announced that July 2022 existing home sales were down but prices were...
Separating Your Business From Its Real Estate
Does your business need real estate to conduct operations? Or does it otherwise hold property and put the title in the name...
Self-Employed? Build A Nest Egg With A Solo 401(k) Plan
Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want...
IRA Charitable Donations: An Alternative to Taxable Required Distributions
Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the...
Inflation Enhances the 2023 Amounts for Health Savings Accounts
The IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates will result in next...
