Topics
Topic:
Client Services
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Mo’ Money Mo’ Problems
These problems are of the first world variety so we can start off by being grateful for them. Now onto the “problem”. You are generous and want to give a trusted friend or family member some cash. Handing money over to a trusted friend or family member can (unfortunately) be more complicated than you want…
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Tax Efficient Ways to Gift
Although some of these strategies may be changed or repealed if the proposed tax law changes that impact estate and gift taxes are passed, there are several ways you can gift to ultimately lower the value of your estate or tax liability for the year. Make gifts outright to anybody The annual gift-tax exclusion is…
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Credit Card Benefits
Credit cards can come with significant benefits, many of which are commonly overlooked. As significant value can be derived from credit card benefits, it’s important to understand the benefits both of currently owned credit cards and potential new and better credit cards. Having the best credit card for personal use and taking advantage of everything…
