Submitted by Moller Financial Services on February 25th, 2019
The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions. This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.
Submitted by Moller Financial Services on August 21st, 2018
With many parents struggling to help finance their children’s schooling, the 529 plan remains one of the best options when it comes to saving for college. This article provides an introduction to 529 plans and explains how they can be utilized to help achieve your family’s educational goals.
Submitted by Moller Financial Services on December 18th, 2017
The tax bill (aka Tax Cuts and Jobs Act) compromise version, where the House and Senate agree, has been finalized. As a result of this new law, there are three actions taxpayers should consider before December 31st.