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Check back for the latest 360 Degrees of Financial Literacy content. 


  • Jun 18, 2019

    Gift Tax Strategies

    When you give a gift to a family member or other loved one, there are certain tax rules that will determine whether to report that gift to the IRS (or state taxing authority).

  • Jun 19, 2019

    Understanding Personal Tax Credits

    Have you ever thought that you're paying too much income tax? You may be, if you're not claiming all of the tax credits for which you are eligible when you file your federal tax return. These credits may significantly reduce your tax liability.

  • Jun 21, 2019

    Making the Most of Personal Deductions

    Why pay more taxes than you have to? If you understand the rules, you can take advantage of legitimate tax breaks and minimize your taxable income. Part of your tax planning should include making use of personal deductions.

Spending & Saving


  • Jun 21, 2019

    Fraud & Identity Theft 201

    Fraud schemes and ID theft are prevalent. In fact, a recent AICPA survey found that nearly half of Americans say it’s somewhat likely ID theft will cause them a financial loss in the next year. But if you follow these tips from David Almonte, CPA, you can reduce your risk of being victimized.