In this season of giving, many of us are looking for opportunities to give back and share our generosity. However, what if your gift could reach further than spreading holiday cheer? The benefits of charitable giving extend beyond generosity, to enable strategic tax planning perks. Those seeking to support a nonprofit are encouraged to identify …
Have you thought of making a gift to your children? There are many reasons parents make gift, and before doing so here are a few tips to consider. First thing to be aware of: there is an annual gift amount that is exempt from filing a gift tax return. For 2022 this amount is $16,000 …
There are many reasons parents make monetary gifts to their children, but there are several things to consider before doing so. Patrick Schneeman, Senior Wealth Manager, provides a few tips to maximize the value of your gift and achieve your goals.
Now that winter has officially arrived and many people travel south, folks may wonder how to change their state of residency and how to prove that they live in a different state. Given that Minnesota has some of the highest state income tax and estate taxes in the nation, it’s obvious why many people are …
Given that Minnesota has some of the highest state income tax and estate taxes in the nation, it’s obvious why many people seriously consider moving to another state. Senior Wealth Manager Patrick Schneeman discusses how to change your state of residency and how to prove that you live in a different state. Third party posts …
Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to 2016. Additionally, the number of compromised cards has steadily risen during this decade. Crooks can attach skimmers to ATMs or point-of purchase devices in seconds. …
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