Why Should I hire a CPA?

When it comes to business and taxes, they always seem to be getting more complicated with each passing year. Most business owners don’t have the expertise that is needed to make sure they’re following the ever-changing tax laws. Certified Public Accountants are reliable professionals. They assist businesses on a full scope of taxes and financial […]

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2022 year-end tax planning for small businesses

Year-end taxes are an essential part of tax planning for all individuals and businesses. Even if you’re a small business owner or self-employed with no other employees on your payroll, you can remarkably affect the amount of tax you pay at the year-end depending on the amount of preparation and planning you add into business […]

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A Few Common Questions About Trusts

What do you want to leave behind for your heirs? Thinking ahead can be a challenge, but you likely want to pass down an inheritance to your children, grandchildren and other loved ones. A trust is one way to do that. Do you want to know more about your options? Here are a few essential […]

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Estate Planning in 2021 and Beyond

The new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit. And while it’s hard […]

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Four Types of Legal Documents to Prepare

One part of planning your legacy and making your wishes known involves doing some digital and physical organizing.  Do you have all your key legal documents in an easily accessible but secure place? Here is what to have on hand and what to keep in mind as you put your essential information in order.

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Five Financial Considerations of Divorce

No one wants to think about examining and dividing their finances, but divorce happens.  In particular, an increase in “grey divorce” (divorce involving couples over 50 years old) is something you may have heard about. The longer a couple is together, the more complicated the financial aspects of separation can become.  In the case that […]

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