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A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart.  But with proper planning, you can prevent a disastrous will…

Knowing the ins and outs of reducing income in view of the new tax laws will add value to your client relationships. In this issue you will learn how: Charitable…

Have you seen our recent newsletter? Be sure to check it out and sign up to receive next month's here.                    …

A company’s by-laws or operating agreement function to control the management of the company.  Typically, by-laws are used in corporations and operating agreements are used in limited liability companies.  The…

The Securities and Exchange Commission regulates the securities industry.  If your small business involves the trading, buying, selling, or exchanging of securities; or if your company is a publicly held…

In addition to the penalties required by the Affordable Care Act, the law made other tax changes that could affect you. Among them are the following: ● Annual contributions to…

Have you ever noticed a business in the area offering free tax return preparation in exchange for a purchase of a good or service? Maybe you think, “What a great…