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
Side Hustle or Hobby? Know the Difference Nowadays, many professionals have a “side hustle”- the term is becoming main stream and as more and more people venture… More on this story
Separating Real Estate Assets from your Business Many companies choose not to combine real estate and other assets into a single entity. Perhaps the business fears liability… More on this story
Crafting a Family Budget We often discuss the importance of having a budget for any size business in other blogs on our sites. However, having a… More on this story
