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Smal Business Taxes Made Easy

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

by Cathy Curtis on March 7, 2011 in Women and Money, Women in Business, small business planning, tax planning, women entrepreneurs

As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed [...]

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It Is Better To Give Than To Receive

Tax Planning Tutorial: This Fee Only Planner Thinks It’s Time To Clear up the Confusion Over the Gift Tax Law

by Cathy Curtis on August 15, 2009 in Women and Money, tax planning

There are many confusing tax laws, but the one that seems to generate the most misunderstanding is the gift tax law. Everyone seems to be aware that people can give up to $13,000 (this amount is periodically adjusted for inflation) a year with no tax consequences – but beyond that it’s fuzzy. A client asked me today if she would have to pay tax on a $100,000 gift her parents were planning to give her to buy a house. The answer is no.

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