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Make Education Part of Your Estate Plan

February 2, 2021

For many people, one important estate planning goal is to leave a legacy for their children and grandchildren. What better…

Status of Temporary COVID Tax Relief Measures after the New Appropriations Act

January 13, 2021

The Consolidated Appropriations Act (CAA) signed into law on December 27, 2020 had an impact on several temporary COVID-19-related federal…

Cost Cutting Measures for Small Businesses to Consider

January 6, 2021

The year of 2020 has been a year of significant hardship and stress for many small businesses.  But staying afloat…

Why It’s Important to Plan for Income Taxes as Part of Your Estate Plan

November 2, 2020

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to…

Year-End Tax Planning for Individuals

October 20, 2020

2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an…

Scholarships: Tax Free or Taxable?

October 4, 2020

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even…