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

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

The more you know about gift and estate taxes, the better prepared you are to plan for the future. Fiducial has a primer on the subject to get you started.
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A win-win proposition: A CRT can benefit you and your favorite charity

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

What can a CRT do for you? A CRT can convert assets into lifetime income, provide a current tax deduction and leave the remainder to charity.
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Is a Living or Revocable Trust Appropriate for You?

Is a Living or Revocable Trust Appropriate for You?

Have you discussed living trusts? Do you understand the reasons for them? Do you know the difference between an irrevocable and revocable trust?
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How Can Eldercare Qualify as a Medical Deduction?

How Can Eldercare Qualify as a Medical Deduction?

The cost of eldercare may qualify for a deduction as a medical expense. But as with anything tax-related, there are many factors to consider.
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How Biden's Proposed American Families Plan Might Affect You

How Biden's Proposed American Families Plan Might Affect You

President Biden presented his American Families Plan (AFP) during his Joint Session of Congress address. Fiducial has an overview of what is in the plan.
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Tax Consequences of Owning a Short-Term Rental Property

Tax Consequences of Owning a Short-Term Rental Property

Many taxpayers rent out their first or second homes without considering tax consequences. If you own a short-term rental, know the tax rules that may apply.
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Tax Refund Offset Taking Your Tax Refund? Find Out Why

Tax Refund Offset Taking Your Tax Refund? Find Out Why

Thought you'd receive a tax refund, but it never arrived? It may have been submitted for tax refund offset by an agency of the federal or state government.
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Paid Sick Leave vs. Vacation vs. PTO: What You Need to Know

Paid Sick Leave vs. Vacation vs. PTO: What You Need to Know

More and more jurisdictions are passing laws requiring employers to provide paid leave to employees. The COVID-19 pandemic has only accelerated this trend.
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