Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.
Tax Smart Gifting
Sometimes a gift recipients think they must pay income tax on the gift received. False! We explain in this week’s Tax Tip.
Saving More to Save More
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy.
Family, Income and Residence Changes Can Affect Your Premium Tax Credit
It is important that you report changes in circumstances—including moving—to the Health Insurance Marketplace. Learn why in this week’s Insurance Tip.
Refinanced Mortgage Interest May Not All Be Deductible
In some instances, home equity debt isn’t tax deductible. We explain in this week’s Tax Tip.
Large Employers Must Offer Affordable Health Coverage Beginning In 2015
Large employers are required to offer health care coverage this year. Learn if this affects your business in this week’s Business Tip.
No Health Insurance? Qualify for Hardship Waiver?
Not having health insurance coverage will impact your 2014 taxes, either by extra forms to fill out or penalties. Read more in this Insurance Tip.
Good News for 529 Plan Savers: More Investment Flexibility
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
Donor-Advised Funds and Family Foundations for Charitable Giving
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.