Money & Life Blogs

Money and Life
  • rossi_john_90x90

    Qualified Charitable Distributions Provide Way to Keep Tax Breaks on Giving

    With the passage of the Tax Cuts and Job Act of 2017, it appears that fewer people will be itemizing deductions such as charitable giving. But as a tax management strategy, a qualified charitable distribution (QCD) -- a direct transfer of funds from an IRA to a qualified charity -- may be worth a closer look.
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  • Torpey White, CPA, CITP, CISA

    Make Tax Time Your Identity Security Time Too

    The end of tax season is the perfect time to think about changing the passwords to most, if not all, of the websites storing your financial data. Think of it like an identity security ritual similar to the changing of the batteries in your smoke detectors.
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