Dec 13, 2023 | Community, Personal Finance
I look around my neighborhood in the summertime and I see an awful lot of cars with Florida license plates. These are folks who have been my neighbors for years, and who are still my neighbors; they’re just “wintering” a little longer than they used to. No need to...
Dec 13, 2023 | Business, Business Financial Consulting, Investing, Personal Finance
You may be wondering what the IRC 83(b) Election is and what the benefits and disadvantages of this election are. We’ll be explaining what it is, why you may want to make the election, and when to do so. Election and Understanding Let’s start off by explaining what...
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...
