Sep 3, 2026 | Uncategorized
We are now entering the last quarter of 2026. Hard to believe the summer is quickly becoming a memory. Sept 15th is fast approaching – third quarter estimates are due Oct 15th – deadline for filing 2025 taxes with extensions filed Some changes for 2026...
Jul 19, 2023 | financial planning, tax deduction, taxable income, taxes, Uncategorized
If you have sold anything valued over $600. in 2023 using payment transactions such as credit cards, Pay Pal and/or Venmo, you will be getting a FORM 1099-K from the service at year end. ...
May 18, 2012 | charities, financial planning, taxes, Uncategorized
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...
Sep 1, 2011 | charities, donations, financial planning, nonprofits, pooled funds, tax deduction, taxable income, taxes
Public charities such as churches can increase their assets over the long term by offering their congregation the opportunity to donate to the church and earn income at the same time. The public charity sets up a “pooled income fund.” The individual...
