Friday February 3, 2023
News
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Personal Planner
Trusts to Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. In both circumstances, trusts can be an essential...
Washington News
IRS Reminder To Report Digital Asset Income
In IR-2023-12 the Internal Revenue Service (IRS) reminded taxpayers to report all digital asset income on their 2022 income tax returns. All taxpayers must answer a digital asset question on IRS Form 1040. The IRS has expanded and clarified...
Savvy Living
Important Medicare Coverage Dates
I know the fall open enrollment period has passed but I heard there are other times of the year when beneficiaries can make additional changes. When is it possible to make changes to my current Medicare coverage? The annual Medicare open enrollment...
