Blog
-
Did You Know…Long Term Care Hybrid Policies?
What are Long Term Care Hybrid policies, and are they right for you? by Roxie Muñoz, CLU®, FLMI, Assistant Vice President, Insurance Services Clients today have many more options to assist with...
read more -
Tax Reform Guide Features VNFA’s Laurie Siebert
Pennsylvania CPA Journal published a Bonus Edition 2018 featuring an article by Laurie A. Siebert, CPA, CFP®, AEP® and Senior Vice President - Tax Reform's Effect on Charitable Giving. ...
read more -
Crytopcurrency – Common Requirements for Taxes
We know there is a need to keep accurate and complete tax records. This is especially true if you own, invest in or use virtual, digital or crypto-currencies like bitcoin...
read more -
VIDEOS: Laurie Siebert Discusses Tax Law with PICPA
In advance of her spring Pennsylvania CPA Journal column, our Senior Vice President Laurie Siebert sat down with the Pennsylvania Institute of CPAs (PICPA) to discuss the Tax Cuts and...
read more -
Estate, Gift, GST Tax Exclusions Increased
QUICK LINKS: Estate and Gift Tax | GST Tax Exemption The Tax Cuts and Jobs Act doubles the basic exclusion amount for federal estate and gift taxes and the exemption amount...
read more -
Right of Divorced Taxpayers to Claim a Dependent Child
QUICK LINKS: Tie-Breaking Rules for Qualifying Child of More Than One Person | Earned Income Tax Credit When parents separate or divorce, the question of who is entitled to claim the...
read more -
TAX TIP: When Your Hobby Earns Money
Activities that involve an element of personal enrichment or recreation are magnets for IRS scrutiny. This does not necessarily mean that you cannot deduct expenses for an activity you enjoy;...
read more -
Gifting Appreciated Property
Tax complications, apart from questions of proof, do not ordinarily arise when you make a cash gift to a charity. However, complications can and do arise when you make a...
read more -
TAX CUTS ACT: Change for Homeowners
QUICK LINKS: Mortgage Interest | Real Estate Tax Traditionally, tax law provides numerous incentives for home ownership by allowing the deduction for mortgage interest and real estate tax. The Tax Cuts...
read more -
How Long to Keep Tax Documents
Regarding how long to keep your returns, here is the long answer: The IRS generally has up to three years after the tax-filing deadline to initiate an audit, so keep...
read more
You are here: Home » Blog
