Tag Archives: victoria jobe

529 Plans – Tools for Financing a College Education

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 to outpace the rate of inflation. Parents and family members who wish to help pay for their loved ones to attend an accredited post-secondary institution … Continue Reading

Tis the Season: Holiday Gifting Without Gift-Tax Pains

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. Gifts Come in Many Shapes. For individual U.S. citizens or residents, the federal gift tax applies generally to all gifts of property – of whatever … Continue Reading

Making Final Arrangements for Funerals and Dispositions of Remains

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? To avoid confusion and added stress in a time of grief and mourning, as much of the desired funeral and burial/cremation arrangements should be made … Continue Reading

IRS Provides Tax Relief for Victims of Hurricanes Harvey, Irma, and Maria

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 of time to file returns, pay taxes, and perform other time-sensitive acts. Taxpayers in the categories below constitute “affected taxpayers”: Individuals who live, and businesses … Continue Reading
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