"In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will
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Tax Planning for New Parents
"Got a new bundle of joy in your household?" The key to tax breaks for your child is a Social Security number, says Kiplinger. Its
Beneficiary Designations an Important Part of Estate Planning
"For most people, this beneficiary designation is, in fact, their entire estate plan." When people think about estate planning, many don't remember the importance of
Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!
"The real reasons to do estate planning are to take care of ourselves and our families the way that we want to." In a review
Get the Retirement Planning Rocking in the New Year!
"Grow your nest egg faster!" Contributing to a retirement account qualifies you for tax breaks and employer contributions, both of which will grow your retirement
What To Do First When Inheriting
Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included
Live Like a College Student and Retire a Millionaire?
Retiring as a millionaire might seem like a lofty goal for millennials, but if having financial security in your future is important, it is a
New Details on the Estate Tax Change Discussion
The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a "death tax," while others argue that the
Late NBA Owner’s Estate Owes Taxes, IRS Says
In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner
Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies
The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,
Yes, You’re Rich Enough for an Estate Plan
Many people believe that they're not "rich enough" to have an estate plan, but this couldn't be further from the truth. We believe that estate
Effects of the Supreme Court’s Ruling on Same-Sex Marriage
Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning