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Private Foundations

Private Foundations

by | Apr 3, 2025 | General, Investment

Private Foundations What is a private foundation? A tax-exempt entity operated for charitable purposes Private foundations are tax-exempt entities, just like hospitals or universities. What makes them different from organizations that are known as public charities is...
Tax Benefits of Home Ownership

Tax Benefits of Home Ownership

by | Mar 27, 2025 | General, Tax

Tax Benefits of Home Ownership In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of...
Choosing an Income Tax Filing Status

Choosing an Income Tax Filing Status

by | Mar 20, 2025 | General, Tax

Choosing an Income Tax Filing Status Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know...
Taxation of Investments

Taxation of Investments

by | Mar 14, 2025 | General, Tax

Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...