Giving Strategies Webinar

Giving Strategies Webinar

Charitable giving is a great way to help causes in which you believe.  This, of course, should be the driving force behind any donations we make.  However, are there giving strategies to maximize potential tax savings?  Actually, there are several potential strategies...
When is a stock gain taxed?

When is a stock gain taxed?

Q. Though it makes sense that a stock gain is reported when sold and the capital gains tax paid for that sale year, I’ve always been reluctant to invest via stocks because of the paperwork and anxiety of doing a 1040 reporting each year, whether sold or not. It...
Why do we owe so much in taxes?

Why do we owe so much in taxes?

Q.  Why do we owe so much in taxes?  I make $165,000 a year and my husband makes $125,000 a year. We own two houses, and have two mortgages. One mortgage has a balance of $500,000 and the other has an $80,000 balance. We currently file married separate.  My husband...