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Financial Planning (12)
IRS Increases Standard Mileage Rates for Last Half of 2022
Due to rising fuel prices, the IRS has increased optional standard mileage rates for the second half of 2022. These rates cover business, medical,...
Residence Transfer Subject to Life Estate: Medicaid Planning for Fortune 500 Employees and Retirees
Explore the benefits of life estates: preserving your home, qualifying for Medicaid, avoiding probate, and tax advantages. Unlock this powerful...
Watch Out for Student Loan Repayment Scams
This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers...
Handling Market Volatility with Confidence
Handling Market Volatility with Confidence
Transferring Your Business Using an FLP, S Corporation, or LLC
Transferring Your Business Using an FLP, S Corporation, or LLC
Most Medicare Costs Are Increasing in 2024
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some of the costs that will apply...
Split Interest Purchase: Estate Freeze Techniques for Fortune 500 Employees
Split Interest Purchase: Estate Freeze Techniques
For Fortune 500 Employees: AT&T Pensions Would Drop About 22% If Rates Were Calculated Today
AT&T employees would lose a significant amount on their pension lump-sums if the lump-sum was calculated based on September's interest rates.
AT&T Employees: Weighing the Risks and Rewards of Relocating for a Job
For AT&T employees, relocating for your job is a significant decision that can impact your career and personal life. With the global nature of...