ConnollySteeleJan 19, 20233 minTax-saving ways to help pay for college — once your child starts attendingIf you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and grandparents saved for...
ConnollySteeleSep 27, 20223 minYear-end tax planning ideas for individualsNow that fall is officially here, it’s a good time to start taking steps that may lower your tax bill for this year and next. One of the...
ConnollySteeleSep 21, 20223 minDon’t forget income taxes when planning your estateAs a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer need to be concerned with federal...
ConnollySteeleAug 30, 20223 minThe Inflation Reduction Act: what’s in it for you?You may have heard that the Inflation Reduction Act (IRA) was signed into law recently. While experts have varying opinions about whether...