Jul 29, 2019 | Income Tax
Wills and Intestacy A will allows the testator (the person creating the will) to specify: • Who receives property at the testator’s death. • Whether beneficiaries receive gifts outright or in trust. • Who will act as personal representative. • Who will be the guardian...
Jul 24, 2019 | Income Tax, Sarasota Tax & Accounting
Personal Financial Planning Budgeting Steps to managing income and expenses include: • Be realistic when making a budget. • Identify monthly outflows as living expenses, savings, and discretionary. • Estimate low for income. • Estimate high for expenses. • Track every...
May 14, 2019 | Income Tax
Are you getting married here in Sarasota? Are you ready for the best day of your life? Are you ready to update your status from “single” to “married” when it comes tax time? Updating your status from single to married may bring about some unanticipated changes,...
Feb 13, 2019 | 2019, Income Tax, Sarasota CPA, Sarasota Tax & Accounting
With all the changes this year, who can keep up? Did you know that the Child Tax Credit is now $2,000 per qualifying child and families with up to $400,000 of AGI now qualify for the full credit? Do you know who qualifies for the Family Tax Credit? There have been...
