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Wealth Management

3 articles in this collection

Tax Credit for Businesses Through the Alabama Accountability Act
Jul 27, 2024
Taxation Wealth Management

Tax Credit for Businesses Through the Alabama Accountability Act

The Alabama Accountability Act allows Alabama taxpayers and businesses to contribute to Scholarship Granting...

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Understanding Gift Tax During the Holiday Season: Limits, Exceptions, and More
Nov 1, 2023
Taxation Wealth Management

Understanding Gift Tax During the Holiday Season: Limits, Exceptions, and More

A gift—no matter how large or small—can have a profound impact on the people we love. If anything, the holiday season...

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IRA Charitable Donations are an Alternative to Taxable Required Distributions
Oct 10, 2019
Wealth Management Retirement Taxation

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...

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