Finance Blog
People keep asking TaxMama® how much tax they’ll have to pay on something they inherited. The good news is, generally the answer is “none.” The heirs don’t pay. The estate of the decedent pays any taxes due when the estate is large enough to be…
Written by Teri Cettina on January 28, 2013
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January is a good time to make an appointment with your financial planner—or find one if you don’t already have one—to make sure your retirement plan is growing in the right direction. Fee-only financial planner Brent Perry, CFP®, of Piedmont Financial Advisors, LLC, in Indianapolis,…
Written by Eva Rosenberg on July 9, 2012
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In the course of life, we learn so much from our mistakes as well as those of people we encounter. Let me share some important estate planning and estate-related lessons I have learned over the years. Providing for your children You love your children. You care about…
Written by Eva Rosenberg on May 30, 2012
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Tax tips for small business owners. Excerpt from Small Business Taxes Made Easy by TaxMama Eva Rosenberg. Get more advice for filing taxes from TaxMama’s posts on the Equifax Finance Blog. There are four categories of people who should be paying estimated payments: People who…
Written by Ilyce Glink on October 12, 2011
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This may sound obvious, but if you are fortunate enough to enjoy personal wealth, the easiest way to hang onto it is to be smart about how you manage expenses, investments, taxes, and other pillars of personal finance and money management tips. However, in many…
Written by Ricky Novak on September 8, 2011
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Between 2002 and 2007, real estate investors and developers built tremendous wealth and preserved significant equity by using tax-deferred exchanges under Section 1031 of the IRS Code. Section 1031 exchanges became commonplace in most transactional real estate planning and resulted in exceptional tax-mitigation opportunities. During…
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