Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
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Tax Cut and Jobs Act – Impact on Nonprofits giving
Tax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
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The Power of Exercise Here’s a stunning observation from the book and multimedia project, Brain Rules: According to researchers, one
Read moreRMDs_IRAs_QCDs and other Tax Planning Opportunities
IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreTrust, Plan, and Verify – Lessons on Estate planning
Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
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Custodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles
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4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreSHIP [Senior Health Insurance Program) – Free information source for all Medicare questions.
SHIP (State Health Insurance Program) Centura Health LINKS is a full-service benefits counseling program that provides information to seniors about
Read moreTaxes & Your Money-Caregiver tax deductions
Source for this case summary – The AICPA Journal of Accountancy The Tax Court held that payments made to an
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