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Give and Receive with a Charitable Remainder Trust

January 2020

Scientific research suggests it really is better to give than to receive — that spending money for the benefit of others may lead to longer-lasting happiness than spending money on yourself.1 However, by structuring a donation using a charitable remainder... Read more

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

January 2020

On December 13, 2019, the United States and China announced a “phase one” trade agreement just before new tariffs were scheduled to go into effect.1 Six days later, the House of Representatives passed the United States–Mexico–Canada Agreement (USMCA) in an... Read more

A New Option for Providing Health Coverage in 2020

December 2019

Under new rules released by the Departments of Labor, Health and Human Services, and the Treasury, employers can offer a health reimbursement arrangement (HRA) instead of a traditional group health plan starting in January 2020. With an Individual Coverage HRA,... Read more

Qualified Charitable Distributions

December 2019

The Tax Cuts and Jobs Act roughly doubled the standard deduction and indexed it for inflation through 2025. (The standard deduction is $12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019; in 2020 it rises to... Read more

Prices and the Economy

December 2019

The Federal Open Market Committee raises or lowers interest rates to help keep inflation near a 2% target, which is the rate believed to be consistent with the Federal Reserve’s dual mandate to seek stable prices and maximum employment. According... Read more

What’s Required of the Executor of an Estate?

December 2019

Being named as the executor of a friend’s or family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his... Read more

Online Shopping Tips

December 2019

In 2018, Internet retail sales rose by more than 14% over 2017, while brick-and-mortar sales increased by less than 4%. About $514 billion in goods and services were purchased in cyberspace throughout the year. Even so, traditional retailers still dominated... Read more

Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

December 2019

Net farm income is forecast to grow almost 4.8% to $88 billion in 2019, but this broad measure of profits includes financial support from the federal government. Direct government payments (excluding crop insurance) to U.S. farmers are projected to hit... Read more

Retirement Plans for the Self-Employed Dangle Tax Benefits

November 2019

As a business owner, you may devote most of your time, energy, and profits to running and growing your business. But working for yourself means that saving money for retirement is also entirely up to you. This is not the... Read more

Taming Investment Taxes

November 2019

The Tax Cuts and Jobs Act lowered the marginal tax rates that apply to ordinary income, such as wages and interest from bonds and savings accounts, for 2018 through 2025. Fortunately for investors, capital gains and qualified dividends still receive... Read more

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