Certified Public Accountants + Advisors
As the year ends, supporting your favorite charities is often on your mind. However, if you itemize deductions on your tax return, proper documentation of your charitable contributions is essential …
With the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families currently are affected by the estate tax. However, life insurance remains a powerful tool to …
Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they’re invested in, they limit your investment choices. For more flexibility in investment choices (but also …
Back in 2020, when the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — assuming there was a fund at all. Now, three years …
Generally, the term “leakage” has negative connotations. So, it’s not surprising that the same is true in the context of retirement planning, where leakage refers to pre-retirement early withdrawals from …