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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…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…