annual fund

Personal Planning Ideas

It Doesn’t Have to Be All or Nothing
Making a charitable gift doesn’t necessarily mean that the donor has to part with the entire item . . . more

Home Sweet Tax Shelter
Most homeowners view their houses as a place to live and raise their children. But to the IRS, a home is no different than shares of stock that have gone up in value . . . more

The Graying of the Boomers
In 1946, when the first of the Baby Boom generation was born, the U.S. population was less than half of what it is today (141 million versus 322 million) . . . more

Time for a Roth IRA Conversion?
Not all taxpayers with earned income can contribute to a Roth IRA . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.

March 2017 Archive
• The Nuts and Bolts of Charitable Gift Annuities
• Who’s the Right Executor for Your Estate?
• Planning after Losing a Spouse
• Charitable Giving’s Top Three

February 2017 Archive
• Home Is Where the Business Is
• What’s Ahead, Tax-Wise, in 2017?
• Helping Parents with Charitable Gift Annuities
• Estate Planning to Minimize Future Family Conflicts

January 2017 Archive
• Review Beneficiary Designation Regularly
• Do You Really Need a Lawyer?
• The View from on High
• Q&A on Leaving a Legacy from a Retirement Account

December 2016 Archive
• There’s Still Time
• Some Numbers Looking Up
• A Baker’s Dozen Year-End Ideas
• Tax Milestones for All Ages

November 2016 Archive
• Finding Opportunities in Losses
• Sources for Immediate Cash Needs
• Happy Birthday to the Estate Tax
• Contrarian Advice

October 2016 Archive
• Higher Medicare Prices on the Way
• Review 2015 Income Tax Return
• Prospecting for Gold in Old Stock Certificates
• Papers You’ll Need if You’re Named Executor

The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.