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Posts (787) June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay in the home for your lifetime, get some income and receive a tax-saving bonus. Read More March 2, 2023 Awarded Money In A Lawsuit Or Settlement? It’s Only Tax-Free In Certain Circumstances If you receive a personal injury settlement or award, do you have to pay tax on it? Here are the rules, along with court cases involving two taxpayers who had to pay tax on their settlements. Read More April 18, 2023 There’s A Favorable “Stepped-Up Basis” If You Inherit Property If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the “step-up” basis rules. Read More April 7, 2020 Everything You Need to Know About Investing in Your 40s If you want to know more about investing during the other decades of your life, don’t miss our other posts in this series about investing in your 20s, 30s, 50s, and 60s. It seems like the older we get, the more responsibilities that appear which we are responsible for carefully balancing in our lives.… Read More September 8, 2023 QTIP Trust: Strange Name, Powerful Trust Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance you desire? A qualified terminable interest property trust may be the answer. Read More November 11, 2021 The Infrastructure Investment and Jobs Act Almost three months after it passed the U.S. Senate, the U.S. House of Representatives has passed the Infrastructure Investment and Jobs Act (IIJA), better known as the bipartisan infrastructure bill. While the bulk of the law is directed toward massive investment in infrastructure projects across the country, a handful of noteworthy tax provisions are tucked… Read More August 4, 2022 CHIPS Act Poised To Boost U.S. Businesses The CHIPS Act aims to bolster semiconductor production and economic competitiveness. Among its provisions is an investment tax credit for manufacturing facilities and equipment. Read More October 7, 2015 Wealth Building Tips for Millennials The challenges millennials face are different from the challenges my generation faced, chief among them, crushing student loan debt. Read More November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More December 15, 2017 How to Conduct a Year-End Risk Assessment SWOT analysis isn’t just for auditors—it’s also a powerful management tool. Recognizing your strengths, weaknesses, opportunities and threats is critical. Read More December 22, 2017 Member Retention Tips for Nonprofits To retain members, your nonprofit has to offer them something they need—education, research, discounts or credentials. What else should you do? Read More Load more Page 33 of 82« First«...1020...3132333435...405060...»Last »
June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay in the home for your lifetime, get some income and receive a tax-saving bonus. Read More
March 2, 2023 Awarded Money In A Lawsuit Or Settlement? It’s Only Tax-Free In Certain Circumstances If you receive a personal injury settlement or award, do you have to pay tax on it? Here are the rules, along with court cases involving two taxpayers who had to pay tax on their settlements. Read More
April 18, 2023 There’s A Favorable “Stepped-Up Basis” If You Inherit Property If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the “step-up” basis rules. Read More
April 7, 2020 Everything You Need to Know About Investing in Your 40s If you want to know more about investing during the other decades of your life, don’t miss our other posts in this series about investing in your 20s, 30s, 50s, and 60s. It seems like the older we get, the more responsibilities that appear which we are responsible for carefully balancing in our lives.… Read More
September 8, 2023 QTIP Trust: Strange Name, Powerful Trust Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance you desire? A qualified terminable interest property trust may be the answer. Read More
November 11, 2021 The Infrastructure Investment and Jobs Act Almost three months after it passed the U.S. Senate, the U.S. House of Representatives has passed the Infrastructure Investment and Jobs Act (IIJA), better known as the bipartisan infrastructure bill. While the bulk of the law is directed toward massive investment in infrastructure projects across the country, a handful of noteworthy tax provisions are tucked… Read More
August 4, 2022 CHIPS Act Poised To Boost U.S. Businesses The CHIPS Act aims to bolster semiconductor production and economic competitiveness. Among its provisions is an investment tax credit for manufacturing facilities and equipment. Read More
October 7, 2015 Wealth Building Tips for Millennials The challenges millennials face are different from the challenges my generation faced, chief among them, crushing student loan debt. Read More
November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More
December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More
December 15, 2017 How to Conduct a Year-End Risk Assessment SWOT analysis isn’t just for auditors—it’s also a powerful management tool. Recognizing your strengths, weaknesses, opportunities and threats is critical. Read More
December 22, 2017 Member Retention Tips for Nonprofits To retain members, your nonprofit has to offer them something they need—education, research, discounts or credentials. What else should you do? Read More