Take a Proactive Approach to Thwart Cyberattacks
The average cost of a data breach has risen to a record high, according to a new study by the...
New Rules for EV Tax Credits under the IRA
You've probably heard that the newly enacted Inflation Reduction Act of 2022 (IRA) includes a...
FAQs about Disclaiming a Gift or Bequest
For federal gift and estate tax purposes, an individual who's entitled to receive a gift or bequest...
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on...
Retirement Savers: Consider Using TIPS to Hedge Against Inflation
To help curb record-setting inflation, the Federal Reserve Bank enacted its second consecutive...
Time to Check Your Beneficiary Designations
For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a...
401(k) Loans: Yay or Nay?
In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But...
The House and Senate Pass the Wide-Ranging Inflation Reduction Act
Congress has passed the Inflation Reduction Act (IRA) and President Biden is expected to sign it...
Watch Out for Scam Charities
Have you been contacted by a charity that pulls on your heartstrings and persuades you to open your...
How Will Inflation Affect Your 2023 Tax Bill?
Inflation has been surging this year. The June 2022 consumer price index (CPI) was up 9.1% year...