Tag: taxes

Charitable Gift Annuities (CGAs) have long been a popular way for individuals with charitable intentions to plan their legacies. By ...

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that ...

Spencer Phillips, a 39-year-old orchestral musician who plays the bass violin, loves and trusts his wife of 10 years—but he ...

Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. In addition to allowing for ...

Executive Summary The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range ...

Executive Summary Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can ...

Executive Summary The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the ...