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Succession by Sale; Preparing Your Business

The succession plan for many owners of closely held businesses is a sale.  So often, the due diligence period with [...]

Transitions – Part 1

Life is full of transitions and the actions taken to prepare for such transitions.  Parents spend time and money preparing [...]

Caller Unknown

Telephone scammers are getting better and better; using fear tactics to elicit irrational and immediate results.  This happened to someone [...]

A New Resolution for The End of April

Tax season for the year is over – well for those individuals who filed their returns without an extension.  But [...]

Crowdfunding and Taxes

Many people are familiar with crowdfunding to raise money for charities, for gifts, to assist victims of tragedy, etc.  Some [...]

Need To Correct or Amend Your Form 1040?

Taxpayers needing to amend or correct a 1040 Form – including Forms 1040-SS, 1040-NR and others, can now do so [...]

The End Is Near

That phrase can have so many different meanings, but as a tax preparer for many years, to me it means [...]

Digital Asset Management: What Happens to My Online Accounts When I Die or If I Am Incapacitated?

In 2023, most people have shifted (whether you wanted to or not) to living mostly online. Between keeping up with [...]

Ethical Wills

We have heard about a Will – a Last Will and Testament, which names someone to take care of wrapping [...]

National Slam the Scam Day

We’ve got a lot of “Days” but have you heard of this one?  National Slam the Scam Day, which was [...]

WELLNESS

Written by: Yasmeen S. Khaleel, Esq. and Renee C. Vidal, Esq. Last month, our faithful friend Punxsutawney Phil saw his [...]

Estate Taxes Across the U.S.

It is human nature to feel that we are overtaxed.  And yes, rates for one tax or another will vary [...]

New Required Minimum Distribution Rules

A few years ago, the Required Minimum Distribution (RMD) rule changed from requiring distributions at the age of 70-1/2 to [...]

Your Spouse Has Passed – Now What?

Your spouse has passed – what do you need to do?  Many times, there may be very little for you, [...]

New Year – New To Do List

As we move through the new year, we may have made resolutions, created a To Do list, or just have [...]