Dramatic tax changes may be over the horizon with Donald Trump in the White House and Republicans maintaining a majority in Congress. Most likely, many provisions will not go...
Individual Year-End Tax Planning
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Estate Planning When Your Spouse is Not a U.S. Citizen
In today's world, it's not uncommon for a U.S. citizen who lives in this country to be married to a non-citizen who is a resident. Or two non-citizens may be married to each...
One-of-a-Kind Assets Require a Unique Valuation Approach
Problems can arise when valuing estates that hold assets produced by the personal or artistic efforts of a decedent. The assets of two deceased celebrities, singer Michael...
Watch Out for These Investment Mistakes
When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. How do...
Keeping an Eye on the Economy
Watching key economic indicators over time should help you understand the signals the economy is sending. You may not be able to make financial decisions with certainty, but...
Maintaining Realistic Expectations
To ensure you meet your financial goals, your investment plan must incorporate a reasonable rate of return for your investments over the long term. Consider the following when...
Trivia Answer: Week 50
Boxing! Congratulations! Keep checking in every Tuesday for your Tuesday Trivia!
Reducing Audit Risks
While only the IRS knows the criteria for audits, some items are likely to increase your odds of an audit: Not reporting all income on 1099s and W-2s. The IRS has a thorough...
Trivia Answer: Week 49
300! Congratulations! Keep checking in every Tuesday for your Tuesday Trivia!
Dividing Assets and Tax Bills in Divorce
When a divorce happens, there are often major financial consequences and some important tax issues too. Here are the tax rules that generally apply when a couple's assets are...