At AJM&A, We Are More Than Just Lawyers -We Also Teach
September 05, 2024At AJM&A, We Are Lawyers Who Teach As a law firm our community extends beyond clients, our lawyers also teach at area law schools. It is a little-known fact that AJM&A’s lawyers, Tony Madonia, Bruce Jackson and Sande Shamash also teach law school courses when their schedules and the schools’ needs align. Mr. Madonia is… Read more »
Taylor Swift is Everywhere – Even Estate Planning
September 05, 2024Let’s Learn About Estate Planning with Taylor Swift’s “The Tortured Poets Department” In a new twist to create some excitement in the Estate Planning arena, let’s look at “The Tortured Poets Department (TTPD)” album and gain insight. We should start with the idea of a Tortured Estates Department. This reviews the breadth of fundamental estate… Read more »
Madonia Now Licensed in Kansas
September 04, 2024Going Beyond Chicago – Madonia Now Licensed in Kansas We are proud to announce that Tony Madonia has been approved by the Kansas Bar Association. He can now practice law in Kansas which is much appreciated by our growing client base in Kansas. Congrats to Tony! This is another example of him going the… Read more »
Scam of the Week-Fake Phone Numbers
September 04, 2024Don’t Be Fooled By Fake Phone Numbers In this week’s scam, cybercriminals are using Google search results to try to trick you into calling a phone number that they control. If you search for an organization on Google, scammers can manipulate the search results to display a fake phone number for the organization. Don’t take… Read more »
These Amazon Prime Deals Are Too Good to Be Real
July 16, 2024SCAM OF THE WEEK: Amazon Prime Day Scams Amazon Prime Day is this week, and there are plenty of deals for you to take advantage of. However, cybercriminals are also looking to turn these deals to their advantage. In this particular scam, cybercriminals have created fake websites that look very similar to the real Amazon… Read more »
When Can’t a Trustee be Trusted? We Can’t All Go “From Rags to Riches”
July 16, 2024Tony Bennett’s Daughters Wonder “Who Can I Turn To” Tony Bennett, the famed Grammy winner and singer of “I Left My Heart in San Francisco,” died in 2023. He left his estate to his wife, Susan Benedetto, and family. He had four children: D’Andrea “Danny” Bennett, Daegal “Dae” Bennett, Antonia Bennett and Johanna Bennett. When… Read more »
Brian Wilson’s Family Files for Conservatorship
July 16, 2024Brian Wilson Conservatorship Request Sometimes all the careful planning still leaves gaps. This Spring, Beach Boys Singer Brian Wilson was left in limbo after the sudden death of his wife. Wilson’s wife of 28 years, Melinda Wilson, managed her husband’s affairs. In 1995, Melinda became Brian Wilson’s conservator. She had an Advanced Care Directive that… Read more »
CRTs the Summer’s Hottest Trend
July 12, 2024The Hottest Trend this Summer is CRTs Just like the Paris Olympics and Inside Out 2, Charitable Remainder Trusts (CRT)s are hot this Summer. A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the… Read more »
Scams Arise with Beneficial Ownership Information Reporting
July 12, 2024The Corporate Transparency Act and BOI Reporting Leads to New Scams AJM&A has issued many notices about completing your company’s or trusts’ Beneficial Ownership Information (BOI) report . Sadly, recent data shows that the confusion around the reporting process has led to new scams targeting small businesses trying to comply with the Corporate Transparency Act… Read more »
Welcome Pat O’Brien and Jeff Paprocki to Our Tax Team
July 11, 2024AJM&A Welcomes Two More CPAs With new offices comes new faces, we have added to two CPAs to our tax team. We are rolling out the red carpet (after they helped us move) to welcome two new CPAs. These two experienced CPAs will help us continue to provide efficient and personalized service for all your… Read more »