One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. The result is an additional $6 or $11 million of assets you can transfer to your beneficiaries via gift or estate, tax-free! While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Here are a few factors to consider:
Video - 10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Let Sabina take you through some tips to ensure that your donation makes the biggest positive impact.
10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Here are some tips to ensure that your donation makes the biggest positive impact:
The Ultimate Retirement Checklist
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Video - 4 Common Mortgage Refinancing Mistakes
With 30-year fixed-rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying too much money. Watch this video for 4 common mistakes homeowners make when refinancing their mortgage.
4 Common Mortgage Refinancing Mistakes
With 30-year fixed-rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying too much money. Here are 4 common mistakes homeowners make when refinancing their mortgage.
Video - Harvest the Power of Your Health Saving Account
Harvest the Power of Your Health Saving Account
Video - Year-End Tax Planning Tips (Part 2)
Year-End Tax Planning Tips (Part 2)
Video - Year-End Tax Planning Tips (Part 1)
Year-End Tax Planning Tips (Part 1)
Procrastination is easy, especially when it comes to tax planning.
There have been many tax changes in 2020. Despite past, present and future changes to the tax rules, some year-end tax-planning advice remains unwavering. Here are a few time-tested suggestions, along with practical tips on the new tax laws passed earlier this year.
Video - Good News for PPP Forgiveness
Small business owners, self-employed workers and freelancers received some welcome news when Congress passed the Paycheck Protection Program Flexibility Act. Let Sabina take you through what you need to know and what you need to do to qualify to have all or a portion of its Paycheck Protection Program (PPP) loan forgiven.