Tax Management

FDIC Insurance
28 Mar, 23

What is FDIC Insurance & What are the Coverage Limits?

As your trusted advisors, we wanted to bring your attention to the potential risks associated with holding more than $250,000 in cash at a bank, even when held in multiple accounts. Recent events, such as the failures of Silicon Valley Bank and Signature Bank, have shown that this risk is very real. While in rare […]
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Tax Talk Tuesday - Charitable Donations
14 Mar, 23

Tax Talk Tuesday – Charitable Donations

Charitable donations are a great way to give back to society and support causes that are important to you. However, when it comes to tax season, it’s important to understand the rules for deducting charitable donations. In this article, we’ll provide an overview of the rules on deducting charitable donations so that you can ensure […]
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20 Jan, 23

Tis the Season for Charitable Giving

‘Tis the Season for Charitable Giving… so let’s make sure you’re doing it right. What documentation am I required to keep on my Charitable Donations? That depends on the type and value of the donation. – For cash donations under $250, the donor must have a bank record (canceled check, debit, credit card charge) or […]
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04 Jan, 23

Senate Tax Reform Bill Passed

A few days ago the Senate passed their version of the tax reform bill and the House passed their bill several weeks ago. What does this mean? It means we are one step closer to a major tax reform change. The bill from the Senate and House will need to be reconciled so they have […]
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