Using cash is the least tax-efficient method to make a charitable gift. Here are three ways to enhance your giving. Continue reading
Ways To Leverage Your Charitable Giving
Tag Archives: Taxes
How The CARES Act Impacts You
The recently passed CARES Act provides support to Americans and companies large and small. Not so much a stimulus bill but a liquidity bill in our view, it gives a necessary backstop to the forced shut-downs required to fight the Coronavirus. The Act will help families meet their needs, pay their bills, and preserve many jobs to which they can return. Here are some of the key elements of the CARES Act that may impact you. Continue reading
How IRA Owners Are Impacted By The SECURE Act
We wrote in July 2019 that a bill known as The SECURE Act was likely to become law since it is one of the only things Congress had bipartisan support for these days. This legislation has become law as of … Continue reading
Form 1099 for 2019 Tax Year
Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. The schedule of delivery of tax reports is … Continue reading
Snowbirding: Documenting Your Domicile
Kevin Kroskey lives in Bath Township and has been a southwest Florida snowbird since 2014. Kevin has written “The Ohioan’s Guide To Snowbirding in Florida.” To obtain a free copy, visit truewealthdesign.com/contact. For many Ohioan’s snowbirding in Florida, the avoidance … Continue reading
