Posts by Bob Calliham
Trump – The Grim Reaper For Estate (Death) Taxes Or Bane For Working Class?
President Trump has not been exactly specific about the particulars of his plan to repeal the estate tax. If working class beneficiaries are required to pay tax on a disposition of the inherited assets because of the transferred basis, then most all of us will have a negative impact from the elimination of the Estate Tax.
Read MoreNo Estate Planning Needed? – STOP AND READ BEFORE CONCLUDING
Many think that there is no need for Estate Planning. However, there are numerous pitfalls that can create serious problems for you or your loved ones after you are gone.
Read More529 College Savings – A Great Vehicle, Only A Few Potholes
Qualified Tuition Plans, commonly called College Savings Plans or 529 Plans, are a terrific vehicle for using investment earnings and returns tax-free as long as the money’s used for postsecondary education.
Read MoreA CPA’s Guide for Lottery Winners
This CPA guide for lottery winners contains advice to protect winnings.
Read MoreYear End Tax and Wealth Strategies
Year end suggestions to minimize your taxes within the existing tax provisions.
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