Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Have A Question About This Topic?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An inside look at how marginal income tax brackets work.