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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, […]

Record Keeping Ideas for Tax Purposes

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  Mileage and Expense Log for 2017 When are Transportation Expenses Deductible? Most employees and self-employed taxpayers can follow straightforward guidelines.  Find out more about what qualifies and doesn’t qualify by clicking on “Download Article” button.       Business Expenses Worksheet – 2017   Check out our Business Expenses Worksheet for 2017 by clicking […]

Crowdfunding – Identity Theft – Tax Scams – How to Protect Yourself

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  Crowdfunding is an exciting new way to raise funds From a Fundraising perspective there’s lots to get excited about.  From a Tax perspective there are lots of questions that have not been resolved.  Learn more about this exciting new area by clicking on “Download Article” button.       Identity Theft and Your Taxes […]

New Website

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Welcome to our new website

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