Tax service in eastern Virginia

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UGMA & UTMA Accounts

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Vehicles designed to help you amass college savings & make gifts to minors. If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and ...

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Tax Efficiency in Retirement

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How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income ...

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Understanding the Gift Tax

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Most of us will never face taxes related to money or assets we give away. “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ...

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