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Many parents own houses and may want to pass them on to their children at some point. A common thought is to just add the children’s names to the title of the house. While this might sound like a simple solution, it’s usually not a good idea. At a minimum, it risks causing tax problems […]
Section 529 plans (named after the IRS Code Section) allow individuals to set up an account on behalf of another individual (typically a child or grandchild) that can be used to pay college expenses. A recent law change has also allowed up to $10,000 to be used for tuition expenses for elementary and secondary public, […]
One of the ways our firm provides the best service to clients is through partnerships with other providers. Today, I want to introduce you to Divvy, our financial technology partner. Divvy is a spend and expense management platform for business. That means you get financial software fused with smart corporate credit cards, bill pay functionality, […]
When you launch a new business, you vaguely hear you’re supposed to track your income and expenses for taxes… and that’s about it. Nobody talks about the logistics of HOW you’re supposed to do it, and newbies are left to fend for themselves in this new financial wilderness. That stops now. Think of this as […]