Blog Category: Tax Planning
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
How to Set Up Charitable Contributions for the Long Term
Are you charitably inclined? The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds, according to the Chronicle of Philanthropy. A...
Reduce Identity Thieves’ Opportunity to Hack Your IRS Account
One way to deter identity thieves in 2018 is to file your tax return as early as possible. A common tactic of identity thieves is to file fraudulent tax...
Ways to Reduce the Tax Liability on Your Retirement Savings
If you’re a professor with a university retirement account containing hundreds of thousands of dollars, you have a great start on a successful retirement. But most, if not all...
How Will 2017 Payroll Tax Increase Affect Professors?
Many professors reading this blog post will be paying more than $500 more in Social Security payroll tax in 2017, thanks to action announced earlier this month by the Social Security Administration...