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1309, 2019

Minimum Income Tax Filing Requirements

By |September 13th, 2019|Categories: Tax|Tags: |0 Comments

Minimum Income Tax Filing Requirements Depending on your situation, you may or may not be required to file income taxes. If your income is less than the standard deduction you are not required to file an income tax return. For single filers, this amount is $12,000, if you are married filing jointly this amount is $24,000. However, even if [...]

609, 2019

Medicaid Trust

By |September 6th, 2019|Categories: Legal Documents|Tags: |0 Comments

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place. Arizona’s Medicaid program is known as the Arizona [...]

2308, 2019

Variable Annuities

By |August 23rd, 2019|Categories: Financial|Tags: |0 Comments

Variable Annuities Variable annuities are a type of investment that is sold by insurance companies. They offer tax-deferred growth and the potential for an income stream during retirement. In this article, we will go over exactly what variable annuities are, how they work, as well as their advantages and disadvantages. A Brief Explanation Variable annuities are entered into as a [...]

1608, 2019

Bad Investment Advice

By |August 16th, 2019|Categories: Advisory|Tags: |0 Comments

Bad Investment Advice to Watch Out For Bad investment advice is given every day, even by the most experienced well-meaning advisors. This is due to human error and the simple fact that no one can accurately predict the future. But there is bad investment advice that you can watch out for and avoid. These mistakes fall into two categories: [...]

208, 2019

Cryptocurrency Taxation

By |August 2nd, 2019|Categories: Tax|Tags: |0 Comments

Cryptocurrency Taxation Cryptocurrency taxation has come to the forefront of headlines due to a recent IRS announcement. The IRS is sending out 10,000 letters to taxpayers who did not report cryptocurrency income or gave incorrect reports. This leads many to question, what is involved in cryptocurrency taxation? IRS Notice 2014-21 The IRS addressed cryptocurrency taxation in Notice 2014-21. In this [...]

2607, 2019

More Celebrity Estate Planning Mistakes

By |July 26th, 2019|Categories: Legal Documents|Tags: |0 Comments

More Celebrity Estate Planning Mistakes Many enjoy reading celebrity estate planning mistakes because they have a hard time believing people with so much money and so many resources available to them can make such mistakes. But their mistakes can be simple, practical ones. We should be aware of these and learn from them. In this article, we will go [...]