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By: Marta Rusek Now that pumpkin season is in full swing and temps are on the descent, it’s time to break out the puffy vest and serve up some hot apple cider. It’s also the time when you suddenly notice your thermostat, the fireplace, and that space heater you had stored in your coat closet …
Continue ReadingTiming your gift at year-end can be crucial. The gift date—the date used for tax purposes—is the day you transfer control of the asset. And that depends on the asset and your method of giving. How the Gift Date is Determined: Checks — The USPS mailing date, as postmarked, is the date of the gift, …
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