The Tax Cuts and Jobs Act has Passed By: Justin Linscott, CPA, CFP®, CITP, CGMA- Principal We have been doing our best to keep you updated on the… More on this story
Address your Pet in your Estate Plan Using a Pet Trust If you’re an animal lover, a pet is a member of the family — sometimes even more so than flesh-and-blood…. More on this story
Bah Humbug! The Ghost of Taxable Income for Christmas Presents May Come to Haunt You and Your Employees This Holiday Season By: Mark Rhea, J.D.- Senior Assistant Accountant During the Holiday Season, many employers want to show appreciation for their employees… More on this story
Getting Remarried? Be Sure to Update your Estate Plan If you’re in a second marriage or planning another trip down the aisle, it’s vital to review and revise (if… More on this story
Handling Estimated Tax Payments In today’s economy, many individuals are self-employed. Others generate income from interest, rent or dividends. If these circumstances sound familiar,… More on this story
Trust & Estate Planning: Drafting a Letter of Instructions When you draft an estate plan, the centerpiece is your will or living trust. Such a document determines who gets… More on this story
The Basics of a Dynasty Trust With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did… More on this story
Bonus depreciation – when is the right time to elect out of it? By: Dave Herbe, CPA- Senior Accountant Bonus depreciation (or as we tax geeks refer to it- Section 168 depreciation) can… More on this story
The Tax Consequences of Selling the Wrong Block of the Same Stock By: Mark Rhea, J.D.- Senior Assistant Accountant Many people have a favorite stock or stocks that they accumulate of over… More on this story
Are you Subject to Underpayment Penalties? By: Bryan Davidson, CPA- Tax Manager Have you switched jobs in the past year? Did you start a business? Do… More on this story
