Salisbury, MD Certified Financial Planner, Financial Planning Consultants, Financial Analyast

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Preparing 706 Estate Tax

Preparing 706 Estate Tax        A 706 estate tax return is also known as GST or Generation Skipping Transfer tax return. It is a set of 41 pages where the executor of the estate has to give every financial detail, from asset to debt, of the decedent which is subject to estate tax in the US.More...


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Checklist for Mortgage Fraud

Checklist for Mortgage Fraud      Mortgage fraud refers to any action which misrepresents information in order to obtain a mortgage loan. Other words, if you lie on your home loan application, you commit a mortgage fraud. Technically, even if you make tiny whit white lies, it still constitute as a fraud. Some unscrupulous real estate brokers may tell you that it is no big deal to exaggerate here and there.More...




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Retirement Plans For High Income Taxpayers

Retirement Plans For High Income Taxpayers        Usually with it comes to taking tax advantage from a Roth IRA, high income taxpayers are always shown the exit. However, thanks to the Tax Increase Prevention and Reconciliation Act (TIPRA), high income tax payers can get benefits from tax-free retirement plans.More...

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