Donations
GBE Clients, The time for tax-effective charitable giving may be now. As previously mentioned, many of you may no longer have enough charitable giving to exceed the new Federal standard deduction (~$12,000 per taxpayer). So please keep in mind your donation might NOT...
Property Taxes
GBE Clients, We often hear the comment: I just sold my house, now what? TAX CONFUSION Due to a myriad of reasons, people are often confused. Many are under the belief the proceeds from this sale MUST be reinvested into a new house to remain tax-free. This is not true!...
CPA
Working with CPA Firm may likely pay off in the long run because they are thorough. Many tax offices can drop numbers in software. However, a CPA will analyze the situation to look for tax savings opportunities and help you plan for next year – in short, they become...
Housing
Housing Allowance Clients and Pension Housing Clients ONLY, Attached is our annual email guide for church workers. Please use the updated spreadsheet when possible. You may email/bring the completed spreadsheet to your tax preparer when it’s time to file. The rest of...
Estate Planning
Valued GBE Clients, We often hear questions about estate planning. Namely, does GBE offer this service? The answer is yes! The bulk of estate documents are completed by an attorney. However, many estate and other tax planning considerations should be discussed with...
