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Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
Tax Hack: Charitable Remainder Trusts Explained
In this post, we will explain what Charitable Remainder Trusts are, how they work, their benefits, drawbacks, and the different types available.
Deep Dive: Understanding the Additional Medicare Tax
The Additional Medicare Tax requires individuals earning above certain amounts to pay an extra 0.9% on their income exceeding these thresholds. In this exploration, we’ll review who needs to pay this tax, the specific income levels it applies to, and how it's calculated.
Deep Dive: Safe Harbor Rules for Quarterly Tax Payments
Safe Harbor Rules serve as your teammate, helping confirm we make sufficient tax payments throughout the year to avoid potential underpayment penalties.