Caleb Arringdale Archives - The Planning Center

Sharing the Wealth – Tax Free Ways to Gift to Children

June 26, 2022

By Caleb Arringdale If you have children or grandchildren, there are good reasons for choosing to pass along some of your wealth during your lifetime rather

Understanding Your Stock’s Cost Basis

March 21, 2022

By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and

Simplifying Tax Planning for Retirees

October 28, 2021

Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar,

Extra Identity Protection PINs Available for all Taxpayers

September 20, 2021

By Caleb Arringdale Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. Those who qualified for the

How Bonds Can Reduce Your Tax Burden

July 20, 2021

By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and

How to Utilize a Sign-On Bonus that Pays Student Loans

July 28, 2020

by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a client asking for some advice. They

Your Insights

Sharing the Wealth – Tax Free Ways to Gift to Children

Understanding Your Stock’s Cost Basis

Simplifying Tax Planning for Retirees

Extra Identity Protection PINs Available for all Taxpayers

How Bonds Can Reduce Your Tax Burden

How to Utilize a Sign-On Bonus that Pays Student Loans

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