Kelly Cockerham – Page 31 – Fiducial Blog

About Kelly Cockerham

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Meanwhile lets just say that we are proud Kelly Cockerham contributed a whooping 544 entries.

Entries by Kelly Cockerham

Getting a Divorce? Learn How It Will Impact Your Taxes

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August 30, 2021

Learn your filing status options when separated but not yet...

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The Treasury Green Book of Biden-Proposed Tax Changes

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August 27, 2021

Learn about proposed changes to long-term capital gains rates.Find out...

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Gift and Estate Taxes: Fiducial Lays Out Everything You Need to Know

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August 25, 2021

Find out more about the annual gift-tax exemption and the...

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A win-win proposition: A CRT can benefit you and your favorite charity

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August 23, 2021

Find out what a CRT (charitable remainder trust) can do...

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Is a Living or Revocable Trust Appropriate for You?

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August 20, 2021

Learn more about living trusts.Find out if a living trust...

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Pension Plan Sponsors May Need to Search for “Lost” Participants

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August 18, 2021

Find out why you should make keeping track of former...

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Consider a Lift-Out to De-Risk Your Defined Benefit Pension Plan

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August 16, 2021

Find out why “de-risking” a defined benefit pension plan may...

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10 Facts About the Pass-Through Deduction for Qualified Business Income

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August 13, 2021

Find out how to qualify for the pass-through or QBI...

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Can Employers Use Health Records to Verify COVID-19 Vaccination?

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August 11, 2021

Find out if HIPPA considers vaccination information PHI (protected health...

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Be prepared for 401(k) casualty loss hardship distribution requests

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August 9, 2021

Get the facts about the casualty loss safe harbor.Learn the...

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