CollegeChoice tips and tricks

Blog by Brian Biggs, CPA – Storen Financial Our CollegeChoice 529 Rep visited our office recently and these were the top tips and tricks that we came away with from that meeting… 1. Distributions for k-12 or college can come out of the same account and...

What is the gift tax?

Blog by Rob Dukes – Finance Administrator, Admin Team Lead This is a common question we get from clients, and the requirements may surprise you. The “Gift Tax” is actually a misnomer for the vast majority of taxpayers. The gift tax obligation is limited to...