Some financial advisers here say they're uninterested in recommending or servicing cryptocurrencies as planned giving strategies due to the speculative nature of cryptocurrency valuations coupled with a lack of regulation.
In the midst of tax season, charitably inclined people who itemize their deductions will, at some point, endure the hassle of checking folders, emails, and letters to track down a year's worth of donation receipts to provide to their tax professionals.
When it comes to gifting assets to future generations, many families are rightfully concerned about the potential tax effect. In other words, how and when should they pass down their assets to ensure that the greatest amount possible actually gets to
Spokane Valley-based investment advising and accounting firm Griffiths, Dreher & Evans PS CPAs has acquired a smaller accounting firm with clients here and in Cheney.
Deanna Dreher, a certified public accountant and shareholder
Fixed indexed annuities-and their ability to guarantee zero market losses while providing a guaranteed life income-are to small business owners and the private sector what defined benefit pension plans are to government employees in the public
Arriving at your retirement date with no real idea as to how you'll be able to live without that regular paycheck is not a good strategy. Consider using the following guidelines to help create your retirement roadmap.
Congress waited until the last minute, Dec. 29, 2022, to pass the comprehensive Consolidated Appropriations Act of 2023. While largely a spending bill, one of its components, the SECURE Act 2.0, is a far-reaching set of changes and additions to the
We can control limited things in our financial life, and focus is one of them. It is extremely important where we put our attention. Ideally, it should be at the intersection of what truly matters to us and what we can control.
Small business owners have a lot on their plate, but fighting fraud should be a priority.
Fraudsters often pretend to be someone you can trust and create a sense of urgency to act quickly. For example, a fraudster could compromise a business email and