Tag Archives: tax planning

If You Win The $1.3 Billion Powerball Jackpot What Should You Do (And Not Do)? (Video)

Hitting the lottery is the dream of anyone who plays but, if you happen to actually do it, what steps should you take immediately after? We all have visions in our minds of what we would do with the winnings from an ordinary lottery jackpot (if such a thing exists) let alone a prize of $1.3 […]

IRA Charitable Transfers And The Heroes To Heroes Foundation

Summary: Congress is enacting permanent extensions of certain tax benefits for individual Americans that to this point have been temporary. The bill, expected to pass next week, is known as ‘The Protecting Americans from Tax Hikes Act of 2015‘, or PATH! One of the most popular provision allows IRA charitable transfers that helps charities while at […]