• 0

(StatePoint) 2020 was a particularly stressful year -- but filing its taxes doesn’t need to be. With the following tips, you can stay organized and cool-headed throughout the process.

featured
  • 0

With the approach of the tax season, this is a good time to review and revise your tax and financial planning. The American Israelite invites you to explore the following organizations which can help with these decisions in the Cincinnati area.

  • 0

With the approach of the tax season, this is a good time to review and revise your tax and financial planning. The American Israelite invites you to explore the following organizations which can help with these decisions in the Cincinnati area.

  • 0

(StatePoint) Recent historic economic downturns and significant unemployment numbers and job losses have created considerable financial worries for families across the country. Health and safety concerns about returning to schools, childcare facilities, and office settings have only added to…

  • 0

With the approach of the tax season, this is a good time to review and revise your tax and financial planning. The American Israelite invites you to explore the following organizations which can help with these decisions in the Cincinnati area.

  • 0

(StatePoint) What tops most New Year’s resolutions lists? You guessed it. Greater health and happiness. But what most Americans don’t consider is that financial health can be equally, if not more important to overall happiness than other resolutions, such as starting a new diet or joining a gym.

featured
  • 0

“I love to travel, and I have this urgency to do as much as I can while I can,” said Sonia Milrod. She’s 71, but you would never know it. Her energy and enthusiasm and obvious love for life are palpable. Her sharp green eyes, which match her sweater, are sparkling. “This year I’ve been to Mo…

  • 0

The end of the year has always been an advantageous time to review strategies to reduce overall income tax liability. With the upcoming second anniversary of the enactment of the 2017 tax act, this is the perfect time to review traditional tax planning strategies as well as to determine whet…

  • 0

(StatePoint) We’ve all heard those time-tested ways to save money – dine out less, sign up for rewards programs or switch off the lights when you leave the room. But in today’s digital world, there are some great ways to save that you may not have thought about.

  • 0

(StatePoint) If you have Medicare and are looking for ways to save on the ever-increasing cost of medications next year, consider adding a prescription plan known as “Part D.” By making medications more affordable, Part D plans can help you stay on track to achieve your 2020 health goals.

  • 0

Your first meeting with an estate planning attorney may seem a little daunting, especially if you’ve never consulted an attorney before. There’s no need to worry, however. This meeting is just a conversation in which your attorney will find out about you, your family, and your goals. After y…

  • 0

One of the biggest myths about estate planning is that it is something only wealthy people need because the only reason for having an estate plan is to minimize estate taxes.

featured
  • 0

The Tax Cuts and Jobs Act (TCJA) was the most comprehensive revision of income taxes in the last three decades. As taxpayers and their advisors start to prepare their 2018 income tax returns, this would be a good time to consider five changes the TCJA may have on your personal tax planning, …

  • 0

Year end is an opportune time to consider financial and tax planning strategies. The enactment of the 2017 tax cut legislation last December makes year-end planning now more important than ever.

featured
  • 0

This Tax and Financial Planning Special section provides information on vendors that can help you in making financial decisions. This initial section lays out issues dealing with tax, estate planning, legacy giving and tax reform. Visit these companies to get the information you need.

  • Updated
  • 0

Meet one couple who are doing their part, and more, to ensure a vibrant Jewish community in Cincinnati for the next generation. They volunteer, serve on boards, give annually, and have made generous legacy commitments to the organizations they support and hold dear.

special section
  • Updated
  • 0

This Tax and Financial Planning Special section provides information on vendors that can help you in  making financial decisions. This initial section lays out issues dealing with tax, estate planning, legacy giving and tax reform. Visit these companies to get the information you need. 

special section
  • Updated
  • 0

The sweeping new tax law that took effect Jan. 1, 2018, includes several changes that could impact the way people approach their charitable giving. It is helpful to review several aspects of the new law to determine how they might affect your giving plan this year. But even more important is…

special section
  • Updated
  • 0

Interested in how to best take care of your spouse and/or your family? Careful estate planning – or planning how to transfer your personal assets during lifetime or death – involves three areas: (1) estate tax minimization, (2) income tax minimization and (3) personal planning.