Taking over your aging parents’ finances is not easy. But… Read more »
Category: Wealth Management
How to Get the Most out of Your Rental Property
Are you considering investing in a rental property? Or do… Read more »
Create a Healthcare Plan for Retirement
If you pay $250 a month for cable and premium… Read more »
Long-Term Investment Opportunities Presented by the Infrastructure Bill
In November, President Biden signed legislative funding that represents the… Read more »
The Risks of Using Self-Directed IRAs
Self-directed IRAs (SDIRAs) are becoming more and more popular as… Read more »
Tax Effects of Interest-free Family Loans
Consider the tax effects of interest-free family loans before lending money. The IRS may see the loan as a gift, which could be subject to unexpected taxes. This article covers six steps to avoid a tax bill.
Understanding Tax Issues Related to Shareholder Loans
This article explains the importance of treating shareholder loan transactions as bona fide loans and charging an “adequate” rate of interest.
Grantor Retained Annuity Trusts (GRATs)
Grantor Retained Annuity Trusts (GRATs) are a powerful estate planning… Read more »
A Beginner’s Guide to Vacation Home Rentals
A vacation home that generates income and provides a place… Read more »
Three Reasons a Daily Money Manager is Right for You
Keeping track of your money can often feel like a… Read more »