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  3. May 2017

May 2017

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Submitted by Barrett Wealth Management on May 10th, 2017

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.

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Protect Your Business (and Your Family) with a Buy-Sell Agreement

Submitted by Barrett Wealth Management on May 10th, 2017

Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral, your deceased partner’s spouse shows up at your office with her two grown children. They ask for the key to your partner’s office – not to clean it out, but to move in.

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