DO YOU HAVE YOUR OWN WEALTH MANAGEMENT PLAN? Everyone should have a wealth management plan. But taking a boilerplate approach could prevent you from achieving your specific goals. This article raises some key points to consider when devising a truly customized plan. CHOOSING BETWEEN A CALENDAR TAX YEAR AND A FISCAL TAX YEAR Many business […]
GETTING TO KNOW YOUR CREDIT AND DEBIT CARDS A BIT BETTER Virtually everyone has a credit and debit card these days. But many of us still live in fear of these plastic necessities because we’re not terribly familiar with the fine print of the arrangements under which they operate. Let’s get to know them a […]
New 1099-MISC Withholding Tax Requirements 1099-MISC_Fact_Sheet
DYNASTY TRUSTS ARE MORE VALUABLE THAN EVER The Tax Cuts and Jobs Act (TCJA), signed into law this past December, affects more than just income taxes. It’s brought great changes to estate planning and, in doing so, bolstered the potential value of dynasty trusts. Exemption changes Let’s start with the TCJA. It doesn’t repeal the […]
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