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October 2014 Archives

Because a mind - and a tax break - is a terrible thing to waste p2

California law now allows taxpayers to claim a credit for donating to the Cal Grant B program. The program helps low-income students in the state pay for college books and housing. In an effort to increase the amount of money and the number of students who benefit, lawmakers developed a plan that also benefits taxpayers.

Because a mind - and a tax break - is a terrible thing to waste

The news is full of stories about the student loan debt crisis. The Consumer Financial Protection Bureau reported recently that the debt burden  for both private and federal loans in this country has topped $1.2 trillion And, more than 7 million American borrowers have defaulted on their loans.

Next up for California courts: IRS gone wild with Jackson estate p2

Michael Jackson's music lives on, and, apparently so do the problems with his estate. The entertainer died more than five years ago, but the IRS is still trying to determine -- and collect -- the tax on the estate. Remember, Jackson died in California, so the only estate tax obligation is to the federal government.

You want to leave a charitable legacy, but how?

Effective tax and estate planning is often about accounting for trade-offs. Depending on what is included in your particular estate, charitable giving may offer a trade-off that maximizes benefits for you and your family. It is necessary to use the right legal instruments if you intend to make a positive difference in the world while also protecting your estate.

Next up for California courts: IRS gone wild with Jackson estate

We often wonder why we remember some things so clearly but cannot remember why we went into the kitchen. Recently, we were reading an article about Michael Jackson's estate, and a discussion from our high school American history class came back. We were talking about immigration.

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