Site Map

Site Feeds


Monthly Archives


Top 20 Tags

All Articles


Below is a release from the IRS on Friday, March 20, 2020 regarding the filing deadline for FEDERAL income taxes. [...]

Electronic Wills

WOW – who would have ever thought that an electronic Will would become acceptable to probate (file of record with [...]

Staying Calm During Market Fluctuations

The Coronavirus has put the world into a tailspin.  The impact has gone far beyond the individuals who have contracted [...]

How to Get Your Income Tax Refund Faster

We are in the midst of tax season and if you haven’t started to think about your returns, you should [...]

The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But [...]

Getting an Income Tax Refund

If you haven’t already completed and filed your income taxes, you are getting items together to do so.  You anticipate [...]

Receive Your Federal Tax Refund Faster

The tax season is officially upon us and if you anticipate receiving a refund, you want to get that refund [...]

Is Wifi Your Friend? Wi Not?

There cannot be enough said these days about protecting yourself and your electronics.  We have conditioned ourselves to the need [...]


Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly.  [...]

Protecting Important Documents

You are getting organized and one of the areas you think about is protecting your important documents and where you [...]

Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one [...]

Why Do I Have To Pay Taxes?

HAPPY NEW YEAR! Thoughts of a new year also bring thoughts of taxes.  So much for the festive holidays when [...]

Medical Equipment Scams

There have been so many fraudulent claims to Medicare for durable medical equipment (DME) — wheelchairs, walkers, braces and other [...]

Fiduciary Compensation

In past BLOGS, we have been focusing on estate planning.  You have made some big decisions or have at least [...]

Individuals with Significant Tax Debt Should Act Promptly to Avoid Revocation of Passports

The Internal Revenue Service today urged taxpayers to resolve their significant tax debts to avoid putting their passports in jeopardy. [...]