Defined-value gifts: Plan carefully to avoid unpleasant tax surprises
For 2022, the federal gift and estate tax exemption has reached its highest level ever. In fact, you can transfer up to $12.06 million by gift >>
Category: News
Don’t Ignore the Lesson 2020 Taught Us
If you are like most people, you are eagerly awaiting the time when we can put 2020, COVID, and everything that came with it, in the >>
5 ways to control your business insurance costs
Common sense dictates that every company, no matter how small, should carry various forms of business insurance. But that doesn’t mean you should pay unnecessarily high >>
Owning real estate in more than one state may multiply probate costs
One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why? >>
Smooth sailing: Tips to speed processing and avoid hassles this tax season
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax season, here are three quick tips to help >>
Did you give to charity in 2021? Make sure you have substantiation
If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the donations. But what happens if you >>
Bitcoin Part 2: Tax Planning and Strategies
Sitting on a pile of cryptocurrency gains? Wondering what the tax consequences might be for those gains? Maybe you are thinking of dipping a toe into >>
The Ins and Outs of IRAs
Traditional IRAs and Roth IRAs have been around for decades and the rules surrounding them have changed many times. What hasn’t changed is that they can >>
JCCS Missoula delivers check to The Humane Society of Western Montana
Congratulations The Humane Society of Western Montana! Marta Pierpoint, Executive Director, and Max (who was recently adopted) accepted their check for $7,500 from Nicole Rieker, Missoula >>
JCCS Hamilton delivers check to Corvallis School Foundation
Congratulations Corvallis School Foundation! They received their check for $7,500 in honor of our 75th Anniversary. Thanks to everyone who voted for this worthy organization.
