Raising Financially-Responsible Kids
If you help your kids understand money when they’re young, they’re more likely to develop sound financial habits when they’re adults. Of course, you’ll want to tailor the information to …
Gift Tax Return Deadline Approaching
Most people have April 15 “tattooed on the brain” as the deadline for filing their federal income tax returns. What you may forget is that the gift tax return deadline …
Incentive Stock Options Require Careful Tax Planning
Incentive stock options (ISOs) are a popular form of compensation for executives and other key employees. They allow you to buy company stock in the future at a fixed price …
Appreciated Artwork – A Best-Of Charitable Gift
From a tax perspective, appreciated artwork can make one of the best charitable gifts. Generally, donating appreciated property is doubly beneficial because you can both enjoy a valuable tax deduction …
Estate Planning Portability Lives On
When the Tax Cuts and Jobs Act (TCJA) was passed, the big estate planning news was that the federal gift and estate tax exclusion doubled from $5 million to an …