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The ABC’s of Estate Planning
Estate planning is important for everyone, regardless of income level or net worth.
Free Tax Preparation
Did you know that a free, Federal income tax preparation and electronic filing program called Free File is available to U. S. taxpayers?
Does the Buck Stop with Lending Institutions?
For smaller companies, the bank is a common and important source of the capital required for growth.
Ten Common Estate Planning Mistakes
Early and thorough planning can help you avoid these common mistakes, meet your financial goals, and leave a lasting legacy for your loved ones.
Establishing "Material Participation" in a Business
The issue of material participation can be important for you as a business owner or investor, as whether or not you qualify as a material participant determines the extent to which you are permitted to deduct losses.
Do You Need D&O Coverage?
Litigation against company directors and officers may carry a financially destructive price tag that could endanger your company’s long-term viability.
Solidify Your Future: Use Advance Directives
Today, managing your financial well-being often includes the potential need for long-term health care.
Claiming the Medical Expenses Tax Deduction
With health care costs on the rise, the tax savings deductions provide may well be worth the effort it takes to claim them.
Revisiting Elder Care Issues
Plans that were made at age 65 often require a second look once seniors reach their eighties and nineties.