It is hard to believe that 2018 will soon give way to 2019. Where does the time go? When I was younger, whenever I would wish for some date in the future to be here – my birthday, the end of school, a special event, my mother would tell me not to wish my life […]
With the Tax Cuts and Jobs Act of 2017, the increased gift and estate tax exclusion amounts are set to sunset in 2025. The exclusions are $11.2 million in 2018 and will increase each year until 2025, indexed for inflation. But, what will happen if you make a large gift now? Will you risk the […]
Tis the season. . . . For a risky time for people and their sensitive data. Online shopping, impostors posing as charities seeking donations, spam, robocalls, tax scams, . . . . What can you do to protect your information? The IRS encourages people to review some simple steps to protect their data and protect […]
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