Trusts 101
Authored by Haynie & Company Partner Bernard Abercrombie, CPA DO YOU NEED A TRUST? Every year we receive questions from clients about whether they should set up one or more trusts. The...
28 July, 2021
financial planning Tag
New Twist Added to the IRA-to-Charity Provision
Ever since 2006, individuals age 70½ or older have been able to transfer up to $100,000 annually from their IRAs to qualified charities. These transfers are referred to as qualified...
29 July, 2020
Didn’t Qualify for the Stimulus Payment? Capture it on your 2020 Taxes
The Coronavirus Aid, Relief, and Economic Security (CARES) Act provided a recovery rebate credit of $1,200 for individuals or $2,400 for couples and $500 per child under the age of 17...
27 July, 2020
Unique IRA Opportunities for 2020
As bad as it has been financially for many individuals, 2020 does provide some unique tax opportunities for those who have traditional IRA accounts. These range from converting traditional IRAs...
20 July, 2020
Tips to Keep Your Business Afloat During COVID-19
COVID-19 has had an unprecedented impact on all aspects of American businesses, but perhaps none have been as severely affected as small business owners. Surviving this disaster will require more...
22 June, 2020
Couples and COVID-19: 5 Ways to Work Together to Protect Your Finances
The coronavirus pandemic has changed our lives in many ways, and whether you’re thinking about the physical and social aspects or the financial aspects, there is no clear end in...
30 May, 2020
Creating an Emergency Fund to Help You Weather a Storm Like COVID-19
Creating an Emergency Fund to Help You Weather a Storm Like COVID-19 For years, experts have been saying that everyone - including average citizens - needs to have some type of...
22 April, 2020
Vendor Communication Best Practices
The COVID-19 situation might affect your ability to pay rent, bank loans, insurance premiums, utilities, or vendors on a timely basis. If you are unable to pay these items, open...
13 April, 2020