Benefits of Donating to Charity Using Your Retirement Assets
How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift from your IRA to…
Which state do I pay tax to if I’m spending time in more than one state?
For those that spend time living in more than one start during the year, determining which state is entitled to collect tax can be a tricky area of tax law. …
Covid canceled our Christmas Party!
What’s a Shakespeare team to do when we are forced to miss out on having our FAVORITE event of the year – a time when we get to see so…
COVID-19 Relief Bill to Provide $900 Billion in Relief
The Consolidated Appropriates Act was passed by Congress and signed into law by the President on December 22. The bill provides relief to individuals, families and businesses who may still…
Establishing Residency for State Tax Purposes
This article is the first of a two-part series. Part 1 focuses on how to establish residency for state tax purposes. Part 2 focuses on the tax impact of changing…
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? This conversation occurs on the regular with clients and Elder Care Advocates on the Vesta Senior Network team. Who can blame…
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Shakespeare Wealth Management, LLC
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