Taxes and Estate Planning

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Debunking 4 Common Myths About Gift Taxes

April 15 is not only the traditional deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns via IRS Form 709. Many people are confused about the subject of gift taxes. Here are some common myths and the actual...

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Holiday Bonus + Tax Refund Spending

Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return Did you get a holiday bonus from your employer? Or maybe you have a tax refund coming.  If so, do you have any of it left, have you already got it spent in your mind, or are you thoughtfully...

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