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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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Financial Planner Cathy Curtiss’ clients

Fee Only Financial Planner Dishes on House Buying in the Bay Area

by Cathy Curtis on July 18, 2009 in Couples and Money, Fee Only Financial Planner, Women and Money

In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”

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Women and Money – Women in the Food Biz Talk Business Plans

Women and Money – Women in the Food Biz Talk Business Plans

by Cathy Curtis on July 1, 2009 in Fee Only Financial Planner, Women and Money, Women in Business

I recently hosted two panel discussions that focused on women entrepreneurs in the food business.

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