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Taxes
Estate Taxes Planning
The Surprise Personal Estate Tax Trigger of Group Life Insurance
Feb 24, 2014
You have carefully planned your Will provisions for distribution of your estate at your death, thought about and designated your primary...
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The Tax Bite on Gifting
Feb 24, 2014
Periodically, clients want to make gifts to individuals for a variety of reasons including college funding, estate planning, or just plain...
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Are You Concerned About Estate Taxes?
Feb 24, 2014
Despite strong congressional support for repeal of the federal estate tax, the tax is still with us. While the Economic Growth and Tax...
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Managing Tax Deductions and Credits
5 Smart Ways To Spend Your Tax Refund
Apr 21, 2015
Not sure how to wisely spend your tax refund. Find out the best 5 Smart Ways To Spend Your Tax Refund and set yourself up for future...
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Should You File Your Own Taxes? Or Should You Hire a CPA?
Apr 04, 2014
Lots of people honor traditions. Some people eat turkey on Thanksgiving. Some people bake an apple pie on Independence Day. Me? I abide by...
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Pay Me Later or Pay Me Now?
Feb 24, 2014
Tax deferral programs have served investors well in the past, but future shifts in the political environment and potential tax rate...
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Tax Planning Basics
The Basics of 1031 Property Exchanges
Feb 24, 2014
If you have business or investment property you'd like to sell, take a look at the 1031 exchange rules before doing so. These rules allow...
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Why the Alternative Minimum Tax Is Not Just for the Wealthy
Feb 24, 2014
The alternative minimum tax (AMT) has been called the stealth tax, and with good reason: Although intended for the rich, the AMT is...
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The Kiddie Tax
Feb 24, 2014
Kids can't vote. As if that wasn't already obvious, Congress really drove the point home in the 1986 Tax Reform Act with the creation of...
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Tax Strategy and Planning Tips
The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies
Oct 05, 2017
By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION This is without question the most fundamental...
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Getting Ready to File Your Taxes? Don't Miss This Checklist
Mar 06, 2015
Tax season is upon us again. April 15th may be the official deadline to file, but it's now time to start gathering everything you'll need...
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What Everyone Ought to Know about Donating to Charity
Dec 18, 2014
Thinking of spreading some holiday joy this season by donating to a cause that’s near and dear to you? The holiday season is...
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Tax Concerns
Tax Preparers Can Be Loan Sharks
Feb 24, 2014
Be aware of potential loan sharks out there during the first few months of the year. Most people think of the Mafia, Mob or Gangsters when...
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Aspects of the Current Tax System that are Unfair
Feb 24, 2014
With all due respect, I don't know if it would be possible to cover all the inequity contained in the current Code if the esteemed Panel...
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Tax the Rich?
Feb 24, 2014
Q: I keep hearing that the rich are getting richer. And, I am sick of multi-million dollar paychecks for the greedy few. Why not raise...
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