6 Summertime Tax Tips

Taxes are probably not what comes to mind when thinking about Summer, but you may be surprised at some of the ways you can reduce your 2022 income taxes.  Consider these summertime strategies: 1.) Tax-free rental income If you rent … Read More

Use These Strategies To Pass on Wealth to Heirs

Individuals with significant assets should take advantage of proven tax strategies such as gifting and direct payments to educational institutions to transfer wealth to heirs tax-free and minimize estate taxes. Rising inflation, a volatile stock market, and relatively low interest … Read More