Don’t Make These Estate Planning Mistakes

I know that I have written in the past about estate planning, but as time passes, we see more and more issues arising from estate planning mistakes – omissions, improper forms, improper titling or non-titling of assets, and not taking special circumstances into consideration. In our day-to-day administration of estates, we encounter many challenges and […]

Share

Read More →

Read More →

Do You Have an IRS Online Account? Should You?

You may ask why you should have an IRS Online Account.  And, what exactly is an IRS Online Account? An IRS online account is a safe and easy way for individual taxpayers to view details about their federal tax account. Among the benefits and features of this online system are the ability to view A […]

Share

Read More →

Read More →

It’s a New Year – Let’s Stop Wasting Money

Whether we admit it or not, we make resolutions when a new year rolls around.  You are going to do this, or you aren’t going to do that.  Whatever your intentions, they might be called a resolution – albeit a silent resolution. With inflation at a high point, we are all looking to stop wasting […]

Share

Read More →

Read More →

HAPPINESS

“Happiness is nothing more than good health and a bad memory.”—Dr. Albert Schweitzer December is a month of celebration for many and for many it is a time of happiness; of gathering with family and friends, celebrating customs, the giving of gifts and, for some, just the preparation for the holidays brings happy feelings.  That […]

Share

Read More →

Read More →

Identity Protection PIN

If you want to protect yourself from tax-related identity theft, you can opt into the IP PIN program offered by the IRS.  Currently, there are over 5 million taxpayers participating in the program which enables them to be proactive in preventing identity theft. If you are interested in joining the movement to protect your identity […]

Share

Read More →

Read More →

The Latest Holiday Scam – Gift Cards and Taxes

There are nice people who work for the IRS – pretty much a thankless job.  And, they would love to receive acknowledgment for their efforts, but let’s face it – if you were to receive a call from someone claiming to be from the IRS and telling you that you owe taxes which can be […]

Share

Read More →

Read More →

IRS Cautions Taxpayers about Fake Charities

It seems like every day we receive pleas from charities to make donations for their cause.  Some we recognize;  others, well, you may never have heard from them before.  Especially with the topsy-turvy world we have been experiencing with Covid-19, most legitimate charities have noticed a decline in contributions.  It is sad for those legitimate […]

Share

Read More →

Read More →

A Gift Like No Other

An occasion – birthday, religious holiday, cultural holiday – is in the near future and you are thinking of gifts that you can give to others.  We surf the internet, go to stores, think of that “perfect” gift, or even perhaps just give in to gift cards, but have you considered giving a gift from […]

Share

Read More →

Read More →

It Isn’t Too Early To Start Getting Ready For Tax Season

Yes, you have heard the expression “You are rushing the season”.  However, it usually does not pertain to tax season!  It is never too early to think about getting things organized.  Before we know it, the calendar pages will be changing to a new year – 2022.  Why would you want to start getting organized […]

Share

Read More →

Read More →

So, You Don’t Think You Need A Last Will And Testament?

You are married and you own everything jointly with your spouse. You don’t have much in the way of assets. All of your assets are beneficiary designated – retirement accounts, life insurance policies. All of your assets are jointly owned. All of your assets are in a trust. The above scenarios may lead you to […]

Share

Read More →

Read More →

Top