Nov 10, 2022 | Business, News, Personal Finance
Digital payment platforms are becoming a more popular, quick, and convenient way to send money. As the use of P2P apps, such as Venmo, Cash App, and Zelle, continues to rise, unfortunately, so do the scams. Fraudsters are becoming trickier with their scam tactics in...
Dec 4, 2021 | Personal Finance
It’s never a bad idea to check with your state to see if there is any unclaimed property being held that belongs to you. The last time I checked there was $72 waiting for me, an uncashed check from Blue Cross. How did that check become unclaimed property and how do...
Dec 3, 2021 | Personal Finance, Tax
When Gifting To Save Estate Taxes, It Is Essential To Consider Loss Of Step-Up In Basis When the House Ways and Means Committee proposed reducing the estate and gift tax exemption from $11,700,000 to approximately $6,000,000 (as adjusted for inflation) effective...
Sep 15, 2021 | Capaldi Reynolds & Pelosi, News, Personal Finance
Should You Be Concerned About Inflation? If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price...
Sep 15, 2021 | Education, Personal Finance
Insurance is everywhere; it is intertwined with every facet of our working and personal lives. Yet, all too often when a loss occurs or a liability is sustained, corporate and individual policyholders fail to obtain the full protection that insurance promises to...
Sep 15, 2021 | Personal Finance, Tax
The child and dependent care tax credit is a credit allowed for expenses that a taxpayer incurs for the care of a child under age 13 or a dependent relative that enable the taxpayer to work or look for work. The American Rescue Plan Act (ARPA) enacted March 11, 2021...
