Check Your Credit…change your passwords

As consumers in the digital age we have repeatedly had our confidence in the security of our identity and financial information tested. First it was the dramatic increase in identity theft at the IRS. Then the major data breach at companies like Target, Neiman Marcus, Yahoo and

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Tax Quiz – How well do you know tax facts?

As April is tax month, included here is a short quiz to see how well you know your taxes. Since everyone tends to think they have it worse than their neighbors, this year’s quiz revolves around state imposed taxes. Enjoy! Can you name the seven states that

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Estate & Gift Tax Update

Now that the federal Unified Estate and Gift Tax has a level of certainty in it, here are the updated figures for 2014. Maximum Estate and Gift Tax rate 40% Inflation adjusted estate exclusion: $5.34 million Annual Gift Giving Exclusion: $14,000 ($28,000 per couple) Observations: Portability of

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