Income Tax Efficient Giving

With the end of the year upon us, you may be contemplating charitable giving. Three income tax efficient ways to give are: Donating appreciated assets such as securities directly to
Read MoreWith the end of the year upon us, you may be contemplating charitable giving. Three income tax efficient ways to give are: Donating appreciated assets such as securities directly to
Read MoreNovember is the month of gratitude, so during this month, many charitable organizations and nonprofits have special campaigns and events. Nationwide, we have “Giving Tuesday” which is on the Tuesday
Read MoreThe income tax brackets, standard deduction amounts, and many other tax items are adjusted annually for cost-of-living increases. These adjustments reflect the average chained Consumer Price Index (CPI) for all-urban
Read MoreIntroduction Preparing for future medical and end-of-life care can be an uncomfortable but necessary step in creating a comprehensive estate plan. An essential, but often overlooked consideration is the role
Read MoreToday, the U.S. Department of Labor (DOL) announced a proposed rule that would raise the minimum salary for an employee to be exempt from overtime pay from $684 per week
Read MoreOn August 1, 2023, the United States Citizenship and Immigration Services (USCIS) implemented significant changes to Form I-9, which all employers are required to use for verifying the identity and
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