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New Tax Act: Estate Tax Impact
North Texas CF Staff Dec, 28, 2017Written by Marvin Blum, Founder of The Blum Firm, P.C. Here's the bottom line: The estate tax is here to stay. Efforts to repeal the…
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Your Choice: Taxes or Charity?
North Texas CF Staff Dec, 01, 2017Written by Cindy Hanes and Larry Autrey Published in Fort Worth Business Press on November 27, 2017 DOWNLOAD ARTICLE Every year at about this time,…
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Who Do You Want to Get Your Retirement Money: The IRS or a Favorite Cause?
North Texas CF Staff Jul, 29, 2016Designation of retirement plan beneficiaries is increasingly common. According to the Pew Charitable Trusts, about 58 percent of U.S. workers now have access to an…
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Provision Permanently Extends IRA Charitable Rollover Provision
North Texas CF Staff May, 19, 2016In December, President Obama signed into law new provisions for the IRA Charitable Rollover. The provision permanently allows taxpayers age 70 ½ or older to transfer up to…