This Month's Newsletter

December 2017

Gifting Rules

Does part of your family's financial planning include gifting? If so, here are a dozen tips to follow: Annual gift exclusion is $15,000 per year by an individual to another individual, or Annual gift exclusion is $30,000 per year gifted jointly from a married couple...

New SSN Scam

Scammers are at it again, this time calling up taxpayers, impersonating the IRS, and threatening to suspend or cancel social security numbers. According to the IRS, these calls can come in as “robocall” voicemails, requesting people to call back. The scammers may...

Checklist to Cut Your 2019 Taxes

It's not too late to cut your 2019 tax bill. Prior to December 31st: Increase your 401(k) and 403(b) contributions if you haven't been contributing at the maximum rate all year.  This year you can put up to $19,000 into your 401(k) or 403(b) plan at work.  Anyone 50...