Tax Scam Alert | March 7, 2024

        Moceri Minute IRS again warns the public to watch out for tax scams. There is an increase at this time of year of scammers trying to impersonate the IRS. Remember, the IRS will not contact you via a telephone call, an email, or a text as their initial contact...

Gift Tax | December 7, 2023

        Moceri Minute Use your annual gift tax exclusion before the end of the year. You can give each person up to $17,000 this year, $34,000 if you are married without paying a gift tax, filing a gift tax return, or tapping into your lifetime estate and gift tax...

529 Savings Plans | October 26, 2023

        Moceri Minute 529 Savings Plans were created by Congress in 1996. There are two types of 529 plans, a tuition prepayment plan and a savings (really an investment) plan to which you contribute money to be used later to pay for a student’s qualified education...