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Does Your Business Need a Temporary CFO?
Does your company need a chief financial officer but can’t afford to hire one full-time? Or does it simply need someone to help position your READ MORE
READ MORECan You Swap Life Insurance for Long-Term Care Insurance?
Do you own a life insurance policy that’s no longer essential to your financial goals? You may have purchased a policy long ago when your READ MORE
How to Swap Your Highly Appreciated Vacation Home Tax-Free
If you own a highly appreciated vacation home that you’re ready to unload, the sale will generate a significant gain — and a sizable tax READ MORE
Congratulations, You Hit The Jackpot! You’re Rich!
Author: Taryn Larkin Many of us dream of winning the lottery. But what would you do if that dream became a reality? If you are READ MORE
Year-End Tax Planning Tips for Individuals
With year-end fast approaching, it’s time to consider tax planning moves that may lower taxes for the 2022 tax year — and possibly set you up READ MORE
A Dozen Qualified Charitable Distributions Facts
By: Kathleen Bowlby Qualified Charitable Distributions (QCDs) are distributions made directly to a charity from your IRA account. The primary tax benefit is that the READ MORE
Have You Been Granted Stock Options At Work?
By: Tony Wimperis, CPA CONGRATULATIONS! Employer stock options are an excellent reward for hard work and loyal service. A significant benefit to employees is that READ MORE
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