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Taxes and Charitable Giving

Categories: Tax Information
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Tax form on gifts to charity with a pencil to fill out taxes and deductions.

These days, charities need your support more than ever. As you lend a helping hand, keep the following tax facts in mind. The tax consequences of charitable gifts If you Read more

GIfts: Who Pays Tax and When?

Categories: Tax Information
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Cash rolled up with a bow representing gift tax

Receiving a gift is not a taxable event to the one who receives the gift. If the gift is large enough, it could result in gift tax being due by Read more

How to Raise a Financially Savvy Child

Categories: Miscellaneous
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Little girl contemplating how to spend or save her 4 dollar allowance that she is holding in her hand.

If you have children (or grandchildren) you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and Read more

Hey Alexa. Are you Making Me Dumb?

Categories: Miscellaneous
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Smart speakers like the Amazon Echo and Google Home are popping up everywhere.

3 concerns to consider while living with a smart speaker Smart speakers like the Amazon Echo and Google Home are popping up everywhere. According to a Nielsen study from last Read more

Every Business Needs Cash!

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Businessman managing cash with a colleague

5 keys to better cash management Focusing solely on sales and profits can create a surprise for any business when there is not enough cash to pay the bills. Here Read more

Tips for a Faster Refund

Categories: Tax Tips
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Papers organized in binder clips and stacked for tax refund purposes

As the tax filing season approaches, there are steps you can take now to speed up the filing process. The faster your return is filed, the faster you get your Read more

The New Business Deduction

Categories: Tax Information
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Businessman using calculator and laptop

Stop worrying and start preparing A new deduction is available to businesses with qualified business income (QBI). While that’s great news, new deductions (especially ones with lots of rules) can Read more

It’s Your Money. Get it Back NOW!

Categories: Miscellaneous
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Money in a safe

According to Credit Karma, over $40 BILLION of unclaimed property is currently being held by state governments. That’s a staggering amount of money – enough to buy half of the Read more