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How the Tax Cuts and Jobs Act Tax Affects Itemized Deductions

Due to the TCJA or recent tax reform, in addition to nearly doubling standard deductions, several itemized deductions that can [...]

Have You Taken Your RMD For 2018?

For those of you that are 70-1/2 years of age and are fortunate to have a retirement type account, such [...]

Has Your Personal Information Been Stolen?

As tax professionals, we most likely have more firewalls and tools in place than individuals to protect the information residing [...]

When to Re-Visit Your Estate Planning

You have spent days, and maybe even weeks, working with your attorney on your Estate Planning. You finally feel that [...]

Attention Retirees

You have worked hard and have now retired.  You receive pension and/or annuity benefits, have taxes withheld and all is [...]

Avoid Penalty for Underpayment of Taxes

So, as much as we grumble and grouse about paying taxes, imagine how you would feel if you received a [...]

Paycheck Checkup

Like most working Americans, when we start a new job, we complete a Form W-4 to direct our payroll withholdings [...]

Did You Know Taxpayers Can Connect with the IRS on Their Mobile Phone?

If you have questions regarding taxes, you can access the IRS mobile app, IRS2Go, which is available for free to [...]

A Dangerous Assumption – No Need to Do Estate Planning

With changes in the tax laws at the federal level as well as changes to state death tax laws, some [...]

Rethinking Old Trusts and Your Estate Planning

If you have a trust, you may think that their original purpose no longer seems compelling. Your estate plan may [...]

Freezes on Credit Reports

Are you interested in freezing your credit report/line to help avoid identity theft?  Good News – Congress has recently passed [...]

Think you do not have anything to leave behind? Think Again! (Part 4 of 4) – Living Will and Advance Directive

You have now prepared your Last Will and Testament and have named your Attorney-In-Fact in your Power of Attorney, but [...]

Think you do not have anything to leave behind? Think Again! (Part 3 of 4) – Durable Power of Attorney

Ok, so now you have a Last Will and Testament where you have directed where your assets will go after [...]

Think you do not have anything to leave behind? Think Again! (Part 2 of 4) – Wills

Now that you have considered all of the various possibilities that you may amass a sizeable estate when you pass [...]

Think you do not have anything to leave behind? Think Again! (Part 1 of 4)

We hear it time and time again. People considering whether or not to have estate planning documents done, but stopping [...]