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TAX ORGANIZERS

Resources

Tax

Tax-avoidance schemes round out ‘Dirty Dozen’

Estate Tax Exemption Amount Goes Up for 2022

Insurance

How to Pay for Long-Term Care: 8 Strategies

How to Avoid Medicare’s IRMAA Premium Surcharge

College Funding

7 Ways to Help You Cut College Costs

College Planning: Know the Rules for Education Funding

Retirement

Average Retirement Savings Revealed: Are You Normal?

Retirement Planning: Key Considerations

Non-Profit

Decision-Making Best Practices for Nonprofits

How To Follow IRS Rules To Create a Nonprofit

Other

Standard mileage rate to increase for last half of 2022

New law exempts military retirement pay from South Carolina income tax

Please visit our Newsletters page for more information and educational articles.

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