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529 Plans: Two Tax-Advantaged Education Funding Options

Home » Posts Tagged "Wealth Management" Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid tuition plans, and 2) savings plans. And one of these plans got even better under the...

Why The “Kiddie Tax” Is More Dangerous Than Ever

Home » Posts Tagged "Wealth Management" Once upon a time, some parents and grandparents would attempt to save tax by putting investments in the names of their young children or grandchildren in lower income tax brackets. To discourage such strategies,...

The Tax Impact of the TCJA on Estate Planning

Home » Posts Tagged "Wealth Management" The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and estate taxes. While the TCJA didn’t repeal these...

How Nonprofits Successfully Execute a Capital Campaign

Home » Posts Tagged "Wealth Management" When your not-for-profit desperately needs a new facility, costly equipment or an endowment, a capital campaign can be the best way to raise funds. But to be successful, a campaign requires strong leadership,...

Saving for College

Home » Posts Tagged "Wealth Management" You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how they will get there? Have you started to save for your children’s...
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