The Astute Angle

A fresh and simplified perspective on personal finance topics

The Newly Expanded Benefit of the Qualified Charitable Distribution

What do Arnold Schwarzenegger, Steven Tyler, Stevie Nicks, Billy Crystal, and my father all have in common?  At least two things.  They will, God willing, all celebrate their 70 1/2 birthdays in 2018 and join [...]

3 Things People Get Wrong About Gifts To Or From Family Members

On June 26, 1963, President John F. Kennedy delivered one of the most important speeches of his presidency at the foot of the recently-built Berlin Wall.  During this speech, viewed as a turning point in [...]

High Income Earners Fail to Appreciate the Math of 529 Plans – Part II

We made the case in this 2017 Astute Angle post that Section 529 College Savings Plans present a huge tax saving opportunity for high income parents but that most fail to exploit the opportunity.  Based [...]

4 Secrets to Better Investing

1) Turn off the financial noise machine. Information overload is the norm in today’s world.  We demand it.  We expect it.  Your mind, my mind, and all of our minds are wired to digest information, [...]

The Stock Market Sits Down for a Job Review

"Describe your perfect day." Such a simple interview directive rarely fails to provide the most telling of replies.  Responses are almost never scripted in advance and usually provide productive insight into what motivates the interviewee, [...]

By | January 15th, 2018|Categories: Financial Planning, Investment Planning|Tags: , , , |0 Comments

Georgia Rural Hospital Tax Credit and Qualified Education Expense Credit Under the New Tax Law

Prior to 2018, the financial benefit for Georgia taxpayers to utilize the Rural Hospital Tax Credit and the Qualified Education Expense Tax Credit accrued only to those who faced alternative minimum tax (AMT).  Georgia taxpayers [...]