Financial priorities change when you become a parent. It is important to know what investments you should make today to best prepare for your child’s future.
Learn what is the Kiddie Tax and how it impacts your child’s investment income in 2026. Discover IRS thresholds, age requirements, and tax planning strategies for families.
What is the Kiddie Tax? 8 Facts About Taxing Your Child’s Investment Income Read More »
Is a godparent a legal guardian? Learn the difference between the “village” role of a godparent and the legal protection of a designated guardian
Godparents vs. Legal Guardians: Is Your Child Truly Protected? Read More »
Learn the benefits of hiring your children for your family business. Discover tax rules, standard deduction limits, and how to stay compliant.
Hiring Your Children: 6 Important Tax Considerations Read More »
Considering a Home Equity Line of Credit (HELOC)? Discover a HELOC is, how a HELOC works, risks, benefits and more!
Should You Open a HELOC? Understand the Risks and Benefits Read More »
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts Read More »
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
3 Popular College Savings Accounts for Parents Read More »
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
7 Things to Know About Term and Permanent Life Insurance Read More »
In this interview with Jennifer V. Abelaj, J.D., CPA, discover 5 essential estate planning considerations for families to protect your legacy and provide for your loved ones.
5 Estate Planning Considerations: Q&A with Jennifer V. Abelaj, J.D., CPA Read More »
Key points: What is step-up in basis? A tax provision that resets the cost basis of an inherited asset to its fair market value at the time of the owner’s death. The method of receiving property—whether as a lifetime gift or an inheritance—drastically changes the tax outcome. The type of trust used to hold property
Inherited Property: What is Step-Up in Basis? Read More »
What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate to protecting your family’s future.
Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M. Read More »
