Current Market Observations
With so much global unrest and uncertainty hanging over the markets and the Fed clearly on hold for a bit longer with rate cuts, risk assets needed a reason to sell off. We got that last week with Israel’s...
Read MoreWith so much global unrest and uncertainty hanging over the markets and the Fed clearly on hold for a bit longer with rate cuts, risk assets needed a reason to sell off. We got that last week with Israel’s...
Read MoreQUICK LINKS: Tie-Breaking Rules for Qualifying Child of More Than One Person | Earned Income Tax Credit Although the... Read More
When Congress passed the Tax Cuts and Jobs Act back in December, the standard deduction doubled and as a... Read More
What are Long Term Care Hybrid policies, and are they right for you? by Roxie Muñoz, CLU®, FLMI Clients... Read More
Activities that involve an element of personal enrichment or recreation are magnets for IRS scrutiny. This does not necessarily... Read More
Tax complications, apart from questions of proof, do not ordinarily arise when you make a cash gift to a... Read More
Regarding how long to keep your returns, here is the long answer: The IRS generally has up to three... Read More
Sweeping Tax Overhaul Heads to House and Senate, a Tax Briefing from CCH Wolters Kluwer Read More
Now is a good time to review and evaluate your retirement savings. The tax code provides significant incentives for... Read More
QUICK LINKS: Acknowledgements | Vehicles and Boats | Payroll Deductions | Appreciated Property Americans donate millions of dollars to... Read More