Short Articles About Finance-Related Topics

Leaving an IRA to a Charitable Remainder Unitrust

By Jack Rabuck

Have our cake and eat it

Most of us want to leave as much as possible to our heirs, and for many of us, that includes charity.
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What is AMT

By Joe Ferreira and Sam Marshall, CPA

Alternative Minimum Tax (AMT): How Did We Get Here?

In 1969 there was a tremendous amount of uproar about 155 people who earned
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Alternative Minimum Tax (AMT) Credit – How do I get it back?

By Joe Ferreira and Sam Marshall, CPA

If you are reading this, you’ve probably either paid the IRS a significant sum in AMT from exercising Incentive Stock Options (ISOs), or
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List of articles in category Insights
Title	Created Date
Leaving an IRA to a Charitable Remainder Unitrust	01-Feb-2021
What is AMT	16-Dec-2020
Alternative Minimum Tax (AMT) Credit – How do I get it back?	16-Dec-2020
Is now a good time to exercise Procore Non-Qualified Stock Options (NQSOs)?	15-Dec-2020
Flatten the (Tax) Curve	01-Dec-2020
Baked In	10-Nov-2020
Compassionate But Clinical	21-Oct-2020
Election 2020	24-Sep-2020
Should You Defer Taxes in 2020?	27-Aug-2020
Charitable Gifting Strategies	30-Jul-2020
Tax Calendar Guidelines	28-May-2020

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