• The New Kiddie Tax/ No Kiddie Tax Rule

    Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a limit.  After reaching that limit, the…

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  • Education Funding – New Application for 529 Tuition Plans

    No longer limited to college funding, 529 tuition plans can now be applied for private elementary and secondary education. While this addition sounds like a…

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  • Education Funding Part 2: Prepaid 529 Tuition Plans

    As we recently discussed, not all 529 tuition planning options are the same. Another aspect of 529 plans are prepaid 529 tuition plans. This is…

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  • Charleston Is Part of A Global Community

    Written by contributing editor, Kyra Morris. July 13th | My husband and I traveled all over Australia last month. At the beginning of June, only…

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