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Estate Taxes Planning
Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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
Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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
Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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
Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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
Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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Personal Finance | Taxes | Wiseradvisor.com

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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