Money & Life Blogs

Money and Life
  • Laurie Siebert, CPA, CFP

    Unclaimed and Abandoned U.S. Savings Bonds

    Since 2002, Pennsylvania has retained U.S. savings bonds that have been turned over to the Pennsylvania Treasury. The state wants to take title to these bonds, with the ultimate goal of making the proceeds available to the owners or heirs through the state's unclaimed property process.
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  • Jim DeLuccia

    Tax Planning and Tax Reform – Why CPAs Matter

    The Tax Cuts and Jobs Act increased take-home pay for many. However, most people have not adjusted their withholding rates to prevent a larger tax bill at the end of the year. Find out what CPAs have been noticing among their clients.
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