Individuals

The holiday season is here and many people plan to donate to their favorite charities…

Many people have savings bonds that were purchased many years ago. Perhaps they were given…

Two tax benefits are available to offset the expenses of adopting a child. In 2022,…

The effects of inflation are all around. You’re probably paying more for gas, food, health…

You’ve probably heard of the “nanny tax.” But even if you don’t employ a nanny,…

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift…

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really…

If you have a child or grandchild who’s going to attend college in the future,…

Now that fall is officially here, it’s a good time to start taking steps that…

As a result of the current estate tax exemption amount ($12.06 million in 2022), many…