Tax


October 3, 2018

Charitable Gifts of Publicly Traded Securities

Charitable Gifts of Publicly Traded Securities By Jackie Jacobs Many people mistakenly believe that all donations of appreciated securities are deductible at full fair market value, […]
October 3, 2018

Irrevocable Life Insurance Trust

Irrevocable Life Insurance Trust Many people aren’t aware that the Internal Revenue Service can include proceeds from their life insurance policies in their estates for tax […]
October 3, 2018

The Amazing Charitable IRA Rollover Gift and Bunching Strategies

The Amazing Charitable IRA Rollover Gift and Bunching Strategies By Jackie Jacobs IRA Rollover: If you are at least 70 ½ years old, you can make […]