Yes I know this is a late Christmas blog, but I felt since we are a Tax & Bookkeeping Service that my focus should be on the current tax changes….BUT since it is Christmas I felt I would do a fun blog about buying gifts for your partner at various relationship stages. Happy Holidays! When… Read More
Say Your aging parents live in a home that has appreciated in value, but they’re no longer reaping any of the home ownership tax breaks during their retirement years. Sound familiar? Good news: With one stroke of the pen, both you and your parents can win: They’d gain instant access to their home equity (without… Read More
Years after my kids are grown, I discovered that Section 529 plans are something I am now thinking about as my grandchild Odessa was born last month and there are only so many clothes and toys you can buy her, so I thought college….. The amount you transfer to a Section 529 plan on behalf of… Read More