Executive Order Ends Use of Paper Checks in Federal Government
May 07, 2025Put Away Your Checkbook-IRS Won’t Issue or Accept Paper Checks After Sept 25, 2025 Modernizing Payments To and From America’s Bank Account, Executive Order In March 2025, President Donald J. Trump signed an Executive Order to modernize how the government handles money, switching from old-fashioned paper-based payments to fast, secure electronic payments. The Order mandates… Read more »
Estate Planning in Turbulent Times
May 07, 2025Estate Planning in Turbulent Times: A Guide Turbulent Times Are the Perfect Time to Do Estate Planning The ups and downs of the stock market can make people feel uncertain about their financial future. During periods of market volatility, estate planning might not be top of mind. However, it’s important to ensure that your current… Read more »
Hey Batter Batter! Swing…on Out to WinTrust Field with AJM&A
May 07, 2025Time to Play Ball! Madonia Night at the Schaumburg Boomers Join us on Friday, July 25, 2025, at WinTrust Field for an amazing night of baseball fun at the Schaumburg Boomers. Cheer on our local baseball team while they face off against the Joliet Slammers. Plus, it’s Star Wars night so you can meet some… Read more »
We Made “The Perfect Blend” with Our Coffee Roasting Client
May 07, 2025Poppa Mac’s Roastery Helped Us Create A Perfect Blend to Share with Clients Our firm is excited to unveil a new promotional giveaway in collaboration with our client and friend, Poppa Mac’s Roastery. Working with the Evanston roaster, we have created a bag of locally roasted coffee in whole bean or ground form. We call… Read more »
Estate Planning’s Biggest Mistake is Just Signing Documents
April 09, 2025How To Avoid Estate Planning’s Biggest Mistake-Just Signing Documents Signing a will and living trust is not enough to protect you and your loved ones. You need an estate plan. Just so you know, Estate Plans are more than a document. One of the biggest mistakes people make with estate planning is to assume that… Read more »
Scam of the Week – Pay for Your Refund?
April 09, 2025Scam of the Week – This Refund Costs Money Watch out -it’s tax time and we are all dreaming of a refund. A current scam is making the rounds, where you receive an email that appears to be from Microsoft. The email says that you have purchased a subscription to one of Microsoft’s products. It… Read more »
News and Notes from 2025 Estate Planning Study
April 02, 2025Current Insights into Estate Planning in 2025 The 2025 Trust & Will Estate Planning Report is the largest estate planning survey conducted. With 10,000 participants it allows us to look at the estate planning industry through the eyes of the American public. The key takeaway is Americans continue to be resistant to estate planning even… Read more »
Is Florida Still a Great Place to Retire?
April 02, 2025Planning for Retirement? Be Sure You Know the Facts About Retiring in Florida Florida has long beckoned retirees. The state offers natural beauty, lifestyle perks, and financial advantages for seniors. From popular retirement cities like Miami and Sarasota to The Villages, regardless of where you choose to retire, you’ll enjoy the state’s tax-friendly environment. The… Read more »
Common Errors on Tax Returns
March 10, 2025We All Make Mistakes-The most common errors on tax returns If you are doing your own taxes, review this checklist. These are the most common errors on tax returns according to the Internal Revenue Service. They have a list and urge everyone to be like Santa and “Check It Twice.” Social Security Number (SSN)issues: Missing… Read more »
Hunker Down Its Tax Season!
February 19, 2025Tax Season 2025 Has Begun It’s Tax Season! The IRS started accepting tax returns on Jan. 27, 2025. Within the first week of filing, over 25% of the 11.7 million returns processed resulted in direct deposit refunds. By the April 15 federal deadline, the agency expects to receive over 140 million individual returns. Here’s a quick… Read more »