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Feb 12

Estate Planning, Wills, Probate and Transfer of Assets

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Estate Planning, Wills, Probate and Transfer of Assets A will allows the testator (the person creating the will) to specify: Who receives property at the testator’s death Whether beneficiaries receive gifts outright or in trust Who will act as personal representative Who will be the guardian of minor children In the absence of a will, […]

Jan 8

Divorce and Taxes

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Divorce and Taxes in 2018 Filing status is based on your status as of December 31.  If you are divorced under a final decree by the last day of the year, you are considered unmarried for the whole year and you cannon choose Married Filing Jointly as your filing status.  Learn more by clicking on […]

Dec 4

Marketing Your Business

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Marketing Your Business in 2018 Marketing Your Business comes in many forms today – from personal networking to advertising on the internet and leveraging Social Media Platforms to help you connect with your Target Audience.  Learn more by clicking on the “Download Article” button.     Employee or Independent Contractor A worker performing services for […]

Nov 6

Business Financing – Don’t Intermingle Funds

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Business Financing – Don’t Intermingle Funds Separation of funds can be a key in perserving the liability protection of the corporate veil.  Learn more by clicking on the “Download Article” button.     Buy – Sell Agreements Buy – Sell agreements are usually part of a succession plan put in place to protect the financial […]

Oct 16

Protect yourself from Tax Scams

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  Protect Yourself from Tax Scams Tax Scammers work year round, not just during tax season and target virtually everyone.  Stay alert to the ways criminals pose as the IRS to trick you out of your money or personal information by clicking on the “Download Article” button.     Social Security and Medicare in 2018 […]

Oct 2

High Income Taxpayers – What you need to know

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High Income Taxpayers – What you need to know In addition to being subject to higher federal tax rates, taxpayers whose income exceeds certain levels have tax deductions and credits that are reduced or eliminated.  Find out more by clicking on the “Download Article” button.   Education Tax Benefits in 2018 If you pay tuition, […]

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