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How would you like to find out the status of your tax refund with one toll-free phone call?

When was the last time you stopped to reevaluate your personal priorities and goals?

For unmarried partners, more creative estate planning strategies will be the key to counteracting restrictions by laws that favor legally married couples.

Basis is used to determine gain upon the disposition of an asset. In simple terms, basis is an owner’s out-of-pocket cost for the asset.

A family business owner knows that as the business grows, they must consider how the business will prosper when he or she exits the company.

When considering how best to divide your assets, you may believe a policy of “share and share alike” is the best solution.

You may be quite diligent and conscientious in keeping track of things but there may be some areas you might have missed including in your records.

Have you ensured the future of your business by developing a succession plan? If the answer is no, you are not alone.

If you have savings in a traditional Individual Retirement Account (IRA), you must begin making withdrawals at age 72.

BREAKING THE MADNESS I’ll be honest. I’m not feeling the madness this year.