Common Types of IRS Tax Penalties Around this time of year, many people have filed and forgotten about their 2017 tax returns. But you could get… More on this story
The risks of naming a minor as the beneficiary of your life insurance policy or retirement plan A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life… More on this story
Be Flexible about Changing M&A Objectives Sometimes an M&A deal ends up not only in a different place from where it started, but in a different… More on this story
The Changing Face of Personal Exemptions and the Standard Deduction Personal tax exemptions and the standard deduction have looked largely the same for quite some time. But, in light of… More on this story
The Importance of Bank Reconciliations By: Andrew Roffe, Staff Accountant We are often asked what a bank reconciliation is and if we perform them. The… More on this story
Fixing a Broken Trust An irrevocable trust has long been a key component of many estate plans. But what if it no longer serves… More on this story
Is your Business Working – Or is it Working You? By: Jennie Schott, Audit & Assurance Services Staff No matter the size of your business venture, Holbrook & Manter is… More on this story
If charitable giving is part of your estate plan, consider a donor-advised fund Do you make sizable gifts to charitable causes? If you’re fortunate enough to afford it, you can realize personal rewards… More on this story
Portals – Gateways to Convenience By: Linda Yutzy, Administrative Assistant The cloud, VPN, virtual machine, AI, IoT, Blockchain, SEO, SaaS – confused yet? It seems… More on this story
New Board Appointment for H&M’s Dave Gruber Dave Gruber, Director of Risk Advisory Services for Holbrook & Manter, CPA’s, has been appointed to the Retirement Board for… More on this story
