Archive for January, 2013

What’s the BEST Way to Pay for College? Free Presentation Feb 21st.

Come find out at our free, one hour educational presentation on February 21st from 5 till 6 pm at the Orange County Chamber of Commerce Gallery Room. If you are unable to join us for this live presentation, call me anyway so we can provide a private webinar for you to answer your questions. REGISTER […]

January 14, 2013 · Jennifer · No Comments
Tags: , , ,  · Posted in: College Planning

FORBES – Tax hikes hit trusts hard – beneficiaries pull money out before March 2013

  The Internal Revenue Service allows a 65-day grace period (through March 6, 2013 this year) to take distributable net income out of the trust and treat it as distributed in 2012.   Canadian Tax Shelters Offer No Refuge from Uncle Sam.

January 10, 2013 · Jennifer · No Comments
Tags: , , , , , , ,  · Posted in: Tax Hikes, TAXES