Four estate planning techniques for blended families Today, it’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning… More on this story
H&M Welcomes New Team Member H&M is proud to welcome Shirley Boatright to our team. Shirley came on board just before tax season as… More on this story
Data Landscape Shifting Abroad By: Jordan Matulevich- Staff Accountant The coming changes in the European Union’s new General Data Protection Regulation (GDPR) will have… More on this story
Looking for a New SOX Firm? By: Dave Gruber, CPA- Director, Risk Advisory Services The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation passed… More on this story
An Important Message for those in Agribusiness By: Bradley Ridge, Managing Principal Holbrook & Manter is committed to keeping our clients informed of changes that are taking… More on this story
The 4/15 Deadline Push By: Dave Herbe, CPA- Senior Accountant This is a very stressful time for anyone who is involved in the world of… More on this story
Important Tax Deadlines for Q2 of 2018 April 17 — This day can be a double whammy for some folks…. besides being the last day to file (or… More on this story
Don’t violate state law by keeping a trust a secret If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them… More on this story
Estate Planning Tips for the Sandwich Generation The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both… More on this story
Ease Estate Tax Liability with a Joint Home Purchase If you’re planning on buying a home that you one day wish to pass on to your adult children, a… More on this story
