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IRS Quietly Changed the Rules on Your Children’s Inheritance
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
By Lindsay N. Graves, Esq. Last updated
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10 Best States To Relocate to in 2024
Relocating? New Hampshire and Wyoming lead the list of states with the best combination of jobs, home prices, low rate of violent crime, quality of healthcare and more, study shows.
By Kathryn Pomroy Last updated
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The 5 Safest Cities in the U.S.
Places to live These are the top five safest cities in the U.S.
By Erin Bendig Last updated
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How Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy Florida residency requirements.
By Rocky Mengle Last updated
State Tax -
Seven Costs Landlords Underestimate When Setting Expectations
Many landlords might expect their real estate investment properties to rake in a return on investment of 8% to 10%, but often it’s actually 1% to 2%.
By Brian Evans, CPA, PFS Published
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How Artificial Intelligence Can Help Lease Accounting
AI will play an important role in successfully implementing the ASC 842 lease accounting standard.
By Amrita Choudhary Published
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Reverse Mortgages: 10 Things You Must Know
Mortgages Reverse mortgages can be complicated so it’s imperative that you understand how the loan is repaid, the monthly costs and potential scams to look out for.
By Donna LeValley Last updated
Mortgages -
10 Best Cities For Renters: Where To Go to Maximize Your Income
Sunnyvale, CA, takes the #1 spot on the list of 10 best cities for renters; overall, the Southeast has the most cities in the top 30 of the RentCafe survey.
By Kathryn Pomroy Published
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Workplace Financial Coaching Has Become Ever More Important
Employees face growing challenges to their financial wellness today, so it’s more critical than ever that employers provide the help they need to navigate them.
By Greg Ward, CFP® Published