Author Archives: kathy

Are You Ready For College…Again?

Growing family? Do you have increased anxiety over saving for your children’s future education? Take a deep breath! There are plenty of options available to you now to ease these anxieties. One option is a 529 plan, also known as … Continue reading

Posted in Blog, Featured on Homepage, Tax Planning | Tagged , , , , , , , , , , , , | 2 Comments

Foreign Bank Account Reporting Due June 30th

Any US person that has a financial interest in, or signature authority over, foreign financial accounts whose combined values exceeded $10,000 at any time during the 2014 year, generally must disclose such accounts by filing an FBAR (Report of Foreign Bank … Continue reading

Posted in Blog, Finance & Banking, Foreign Income | Tagged , , , , | 1 Comment