May 16, 2025
Taxation Consulting Wealth Management
What to Do If You’ve Overfunded a 529 Plan
Saving for your child’s education with a 529 plan is a smart financial move. These tax-advantaged accounts are designed...
Read Article
Apr 2, 2025
Taxation Wealth Management Financial Planning
Qualified Charitable Distributions from IRAs
Qualified Charitable Distributions (QCDs) are a powerful tool for individuals who want to support charitable...
Read Article
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...
Read Article
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...
Read Article
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...
Read Article