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Personal Finance | Taxes | Wiseradvisor.com

You have carefully planned your Will provisions for distribution of your estate at your death, thought about and designated your primary...
Personal Finance | Taxes | Wiseradvisor.com

Periodically, clients want to make gifts to individuals for a variety of reasons including college funding, estate planning, or just plain...
Personal Finance | Taxes | Wiseradvisor.com

Despite strong congressional support for repeal of the federal estate tax, the tax is still with us. While the Economic Growth and Tax...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

Lots of people honor traditions. Some people eat turkey on Thanksgiving. Some people bake an apple pie on Independence Day. Me? I abide by...
Personal Finance | Taxes | Wiseradvisor.com

Tax deferral programs have served investors well in the past, but future shifts in the political environment and potential tax rate...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

The alternative minimum tax (AMT) has been called the stealth tax, and with good reason: Although intended for the rich, the AMT is...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION This is without question the most fundamental...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

Thinking of spreading some holiday joy this season by donating to a cause that’s near and dear to you?   The holiday season is...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

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...
Personal Finance | Taxes | Wiseradvisor.com

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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