Substantiating Your Charitable Gifts
Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.
Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.
The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.
Keeping an inventory of your personal property can pay off in the long run.
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. There are some key steps to consider taking today.
If you are over age 50 and unsure about your ability to meet your retirement goals, there is still time to take action to meet those goals. The IRS allows special catch-up contributions that most individuals do not take advantage of β do not lose out on this gift from Congress.
Creating and executing a buy-sell agreement may be one of the most important moves a business owner can make. But, donβt stop there β proper implementation and integration is just as critical.
Grandparents on solid financial footing may want to consider helping to fund their grandchildren's college education with tax-effective strategies.