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All About High Net Worth (2)

Tax Credits for New Electric Vehicles Purchased In 2023

If you’re one of the half million Americans who purchased an electric vehicle so far in 2023, you might be eligible for a tax credit.
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Navigating Tax Issues Related to Short-Term Rentals

Short-term rentals are all the rage in real estate investing. With droves of vacationers and business travelers using Airbnb and VRBO to seek out homey, comfortable spaces that hotels don’t offer, short-term rentals can be an outstanding real estate...
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Home Energy Tax Credits: Do You Qualify?

If you updated your home in 2022 or 2023 to be more energy efficient, you might be eligible for one or more tax credits. Tax credits are an excellent way to reduce your tax liability.
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Significant Retirement and Tax Changes In the Secure 2.0 Act of 2022

The SECURE 2.0 Act of 2022 (“Secure 2.0”) was passed on December 29, 2022 and focuses primarily on enhancing retirement plan incentives for individual taxpayers. Let’s review some key provisions of the bill and how they could impact you and your business.
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A Texas-Sized Fraud: Bookkeeper Embezzles $29M From Texas Family

Barbara Chalmers, 74, pleaded guilty in December 2022 to an embezzlement scheme of at least $29 million over the past decade. Ms. Chalmers was the bookkeeper for a charitable foundation and multiple companies run by the family of Jim Collins, a prominent...
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Child-Focused Nonprofits Can Boost Fundraising by Suggesting Tax Planning Strategies to Donors

A recent charitable giving report from Blackbaud Institute confirms that donations in the United States grew by 9% in 2021. This increase occurred for nonprofits of all sizes in all sectors, with 12% of charitable giving coming from online donations. ...
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