Archive for charities – Page 2

UPDATED TAX CHANGES FOR 2018

| July 10, 2018 | 0 Comments

Now that the 2017 tax season and filings (not those on extensions)are behind us it is time to be concerned about THIS year and what the changes really mean to you and your family. The first big question/questions this year are “What Can I Still Deduct” and “What Records Do I Need As Back-Up”? You […]

TAX CUTS AND JOBS ACT – WHAT IT MEANS TO YOU

| January 12, 2018 | 0 Comments

The recently passed ACT is the most sweeping tax legislation since 1986. I will attempt to summarize some of the features that I believe may impact you and your taxes in the years ahead. The provisions that affect individuals are temporary until 2026; those affecting businesses are permanent. Individual taxable income rates will be lower […]

HOW TO GET OUT AND STAY OUT OF DEBT

| June 10, 2012 | 0 Comments

A major problem in our society today is DEBT.  It effects all of us directly or indirectly.  It keeps us up at night, tears families apart and creates havoc in our lives. While most of us can’t avoid debt; we can manage it by following these basic rules:   Spend Less Than You Earn – […]

SIMPLE WAY TO TRANSFER WEALTH

| May 18, 2012 | 0 Comments

We are now in the middle of a two-year window of an opportunity for you to transfer wealth to other individuals.  The three opportunities are as follows: Annual Exclusion Gifts – You can give up to $13,000 per year to as many people as you like.  The individual does NOT have to be a family […]