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Don’t Be Afraid, Be Proactive. Plan Your Estate Today!

January 19, 2022

Proactive Estate Planning Strategies Estate planning is a financial process that can protect you and your family and is a very important component of your overall financial planning. If you don’t have an up-to-date estate plan and you happen to get hurt or sick and cannot manage your financial affairs, the courts will have to… Read more »

Treasury says be ready for frustration this tax season

January 18, 2022

Be forewarned, the Treasury is warning of additional headaches this tax filing season. Taxpayers should be prepared for delays as returns and refunds are processed, and difficulties in reaching the IRS. The Treasury officials said funding cuts and staffing shortages due to the ongoing health crisis are causing the problems. Treasury officials plainly state that… Read more »

Tax Attorney vs. CPA: Why Not Choose is Both?

January 10, 2022

Tax Attorney vs. CPA: Why Not Choose is Both? Whether you need a professional to assist with tax issues on personal or business-related concerns, it can be difficult to determine which expert best fits your needs. The most reliable professionals to aid you with tax problems are the tax attorney and the CPA. Both of… Read more »

Tax Attorney vs. CPA: Why Not Choose is Both?

January 10, 2022

Tax Attorney vs. CPA: Why Not Choose is Both? Whether you need a professional to assist with tax issues on personal or business-related concerns, it can be difficult to determine which expert best fits your needs. The most reliable professionals to aid you with tax problems are the tax attorney and the CPA. Both of… Read more »

Using Estate Planning to Cover a Child or Grandchild’s College Tuition

January 07, 2022

Using Estate Planning to Cover a Child or Grandchild’s College Tuition College tuition costs are escalating every day including all the other costs that inevitably go along with them. Expenses such as funds needed to cover equipment, living expenses, school supplies, textbooks, and more. For many families with children, the thought of covering these costs… Read more »

The State of The Estate Tax

January 06, 2022

The State of The Estate Tax 2021 was aflutter with drama about the future of the estate and gift tax. Yet despite all the proposals that floated through both chambers of Congress, the estate tax is ending the year right where we started -the only change is to account for inflation. Why was there such… Read more »

END OF YEAR BUSINESS COMPLIANCE CHECKLIST FOR 2021

December 17, 2021

As we wrap up 2021, businesses need to take stock of — and tackle — any outstanding business compliance tasks. Loose ends could jeopardize your company’s good standing with your state. By getting your business “ducks in a row,” your business will be better able to be a successful trajectory as we enter 2022. Below… Read more »

A Recap of the Top Tax Developments of 2021

December 16, 2021

The year 2021 has been a tumultuous one for tax professionals, with continuing pandemic-related developments as well as new legislation, regulations, court decisions and IRS pronouncements. While the major developments are familiar to most, there are some that might have been missed due to the busy nature of the profession during the past year. The… Read more »

Tax-related identity theft is a concern during holiday season warn the IRS

November 30, 2021

Tax-related identity theft is a concern during holiday season warn the IRS The Internal Revenue Service, state tax authorities and the tax preparation industry are working to highlight the dangers of tax scams and identity theft at this time of year calling it National Tax Security Week. Taxpayers and tax professionals need to beware of… Read more »

Tax Concerns as a Result of the Infrastructure Investment and Jobs Act and Other Legislation

November 29, 2021

Tax Concerns as a Result of the Infrastructure Investment and Jobs Act and the Build Back Better Act As we approach the end of the year, recent legislation can impact your tax and wealth management plans. We have reviewed the final Infrastructure and Jobs act as well as the latest proposal of the Build Back… Read more »

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