by Francine Ward | May 17, 2022 | Tax Law
What is Capital Gains? This post will provide a Capital Gains 101 overview. There are many special rules that apply to how you acquire your capital assets, how long you hold them, and how different assets are treated. I am not a tax lawyer, CPA, or other tax...
by Francine Ward | Jul 16, 2021 | Tax Law
Non Taxable Gifts not Included in Your Taxable Estate In this current political climate, it’s easy to be frightened away from making Non Taxable Gifts or tax-free gifts, medical payments, and educational gifts to or for the benefit of your loved ones. Make Annual...
by Francine Ward | Feb 5, 2021 | Tax Law
Annuity Tax Rules Have Never Been Better. Nonqualified deferred annuities (NQDAs) are an important financial tool for many clients. That being said, they do not offer the same tax-free death benefits as life insurance. Nor do they offer the tax-advantaged...
by Francine Ward | Nov 13, 2020 | Tax Law
The CARES Act became law in March of this year. Seems longer, doesn’t it? The CARES Act included a wide variety of provisions aimed to jump-start the U.S. economy during and after the business-slowing side effects of the coronavirus. ...
by Francine Ward | Oct 15, 2020 | Tax Law
SEP IRA or SIMPLE IRA? My entrepreneurial clients are full of questions related to taxes. The most common one that I get is this: Is there something I can spend money on through my business that generates a tax deduction for the company while still being excluded...
by Francine Ward | Sep 14, 2020 | Tax Law
Individual retirement accounts—whether in the traditional IRA or Roth IRA guise–are some of the most powerful retirement savings tools available to individuals. They offer the opportunity to plan and save for future retirement needs, often with more flexibility...
