Articles

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.

These articles were prepared by Financial Visions and are used here by permission.

Deferring Compensation

December 5, 2013

In addition to providing qualified plans to employees, many business owners implement nonqualified alternatives in order to supplement…

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Qualified Retirement Plans for Small Businesses

December 5, 2013

For the small-business owner, attracting and retaining valuable employees can be a daunting challenge. One way to make…

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Tax-Deferred Annuities: Are They Right for You?

December 5, 2013

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.…

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Tax Benefits of Home Ownership

December 5, 2013

In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where…

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Home Work: Deducting Your Home Office

December 5, 2013

With the rise of cell phones and the Internet – not to mention a growing fluidity to employment…

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Gift Tax Basics

December 5, 2013

The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such…

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Tax Issues with Capital Gains and Dividends

December 5, 2013

Under the Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long-term capital gains or investing for…

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How Capital Gains from the Sale of a Home Are Taxed

December 5, 2013

For most of us, our home represents our largest asset. Over time, the management of this asset can…

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529 Plans and Financial Aid Eligibility

December 5, 2013

If you’re thinking about joining a 529 plan, or if you’ve already opened an account, you might be…

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Finding Scholarship Opportunities

December 5, 2013

The vast majority of the nation’s institutions of higher learning offer various types of scholarship, granting money to…

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