In response to the devastation caused by the 2017 California wildfires, the Internal Revenue Service (IRS) approved the use of employer leave-based donation programs to provide relief to victims of
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Victoria Jobe*
529 Plans – Tools for Financing a College Education
By Victoria Jobe* on
Posted in Internal Revenue Code, Tuition
Take it from a former student: college is expensive! Student loan debt in the United States is presently in excess of $1.3 trillion and growing, as college tuition increases continue…
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Tis the Season: Holiday Gifting Without Gift-Tax Pains
By Victoria Jobe* on
Posted in Estate Tax, Gifts
Many individuals give gifts to family, friends, and charities during the holiday season. Knowing the tax rules applicable to gifts will ease the process and enhance the joy of gifting.…
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Making Final Arrangements for Funerals and Dispositions of Remains
By Victoria Jobe* on
Posted in Death and Disability Planning, Estate Planning
Unlike Halloween, funeral arrangements shouldn’t be a spooky mysterious process. If your wishes are not specified in writing, how will your family and friends know your ideal ultimate resting place?…
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IRS Provides Tax Relief for Victims of Hurricanes Harvey, Irma, and Maria
By Victoria Jobe* on
The IRS has announced that “affected taxpayers” in areas of Florida, Georgia, Puerto Rico, Texas, and the U.S. Virgin Islands designated as “covered disaster areas” are eligible for the postponement…
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