Category Archives: Gift

Give to cut taxes

If you are in a position to give, making annual gifts can be an excellent strategy for reducing both your estate and income tax liability. Doing your gift-giving during midyear rather than late in the year is especially smart if … Continue reading

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Cosigning a loan can hurt financially and emotionally

Cosigning a loan for a friend or family member may seem like a good way to help your loved one establish credit or get back on track financially. But be sure to use your head as well as your heart … Continue reading

Posted in Children, education, Filing Taxes, Financial Planning, Gift, Tax, tax advice, tax planning, Tax Return, Uncategorized | Tagged , | Leave a comment

Use this annual exclusion by December 31

Under current federal tax law, in 2016, you can take advantage of an annual exclusion to give up to $14,000 to as many individuals as you want without paying gift tax. If you’re married and your spouse joins in the … Continue reading

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Customer Complaints can be Opportunities

When a customer complains, think of it as three opportunities in one. An opportunity to get feedback on something that’s not working right in your organization. An opportunity to convert a disgruntled customer into a loyal customer. An opportunity to … Continue reading

Posted in Business, business help, Business Owner, deductions, education, Gift, guide, marketing, New Business, Operations, sales, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

Take Control of Holiday Spending

Exchanging gifts, entertaining family and friends, and extending goodwill to others are the activities that make holidays joyful. But sometimes the enjoyment is followed by financial headaches. January’s bank statements and credit card bills bring the unhappy realization that you … Continue reading

Posted in Children, Christmas, customer, Financial Planning, Gift, guide, Holiday, Investing, investment, sales, save money, saving money, stock, Supply, Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

Do you know who you’re giving to?

Many charities use your donations wisely. Unfortunately, others spend too much of your contribution on fundraising and administrative expenses. Some even misrepresent themselves and solicit your money for phony causes. In today’s world, investigating a charity before you make a … Continue reading

Posted in Amended Tax Return, Business, Business Owner, charities, charity, Christmas, donate, Filing Taxes, Financial Planning, Fraud, Gift, guide, Holiday, Tax, tax exempt, taxes, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment