by Rachel Arnone | Nov 13, 2019 | Taxes
IRA Charitable Donations are an Alternative to Taxable Required Distributions Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older, and don’t need the money from required minimum distributions, you may benefit by...
by Rachel Arnone | Oct 7, 2019 | Taxes
Uncle Sam May Provide Relief From College Costs on Your Tax Return We all know the cost of college is expensive. The latest figures from the College Board show that the average annual cost of tuition and fees was $10,230 for in-state students at public four-year...
by Rachel Arnone | Jul 2, 2019 | Taxes
Is Your Nonprofit Monitoring the Measures That Matter? Do you want to control costs and improve delivery of your not-for-profit’s programs and services? It may not be as difficult as you think. First, you need to know how much of your nonprofit’s expenditures go...
by Rachel Arnone | Jun 7, 2019 | Taxes
Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved ones. Don’t forget to factor state and local taxes into the equation....
by Rachel Arnone | May 6, 2019 | Taxes
Qualified Opportunity Funds: The IRS Issues Proposed Reliance Regs The IRS has issued proposed regulations that provide guidance under new provisions added by the Tax Cuts and Jobs Act (TCJA) related to Qualified Opportunity Funds (QOFs). Specifically, the guidance...
