Long Term Care: Thoughts & Strategies
In this video, Drew Tignanelli, CPA, CFP® leads an informative session regarding long term care. He discusses his thoughts and strategies and answers questions
Planning for Special Needs
In this video, Drew Tignanelli, CPA, CFP® and Mike McCarthy, CPA/PFS, CFP® discuss ways to financially plan for special needs.
Eldercare: Methods for Obtaining Government Assistance for Long Term Care
In this video, Drew Tignanelli, CPA, CFP® and eldercare attorney Alex Zarzecki discuss eldercare planning and methods to obtain government assistance for long-term care costs.
Basic Understanding of Trusts
In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.
Gifts to Children Are Not Income Taxable
Repetition is the key to memorization, so let’s repeat that headline: “Gifts to Children are not income taxable.” The annual gift limit (which in 2022 is $16,000) has nothing to do with income taxation. To repeat, the annual gift limit has…
How to Title Your Assets for Protection
In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add protection to your assets from issues such as divorce, liability, and bankruptcy.