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Donating Your Collection of Tangible Assets

Collection

In a previous blog I wrote about donating your tangible property to charity – which could include artwork, jewelry, cars, or antiques, just to name a few examples. If you are considering this to divest…

Form 1099-R: Tax Filing for Retirement Accounts

2020 Tax Filing Reminders For Retirement Accounts

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) in 2020. While many individuals simply did not take their RMD,…

Collections and Estate Planning – Division of Assets

Division Of Assets - Collections And Estate Planning

Part 2 of 4 Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual…

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