BLOG

Estate planning is important for everyone, regardless of income level or net worth.

Did you know that a free, Federal income tax preparation and electronic filing program called Free File is available to U. S. taxpayers?

For smaller companies, the bank is a common and important source of the capital required for growth.

Early and thorough planning can help you avoid these common mistakes, meet your financial goals, and leave a lasting legacy for your loved ones.

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.

Litigation against company directors and officers may carry a financially destructive price tag that could endanger your company’s long-term viability.

Today, managing your financial well-being often includes the potential need for long-term health care.

With health care costs on the rise, the tax savings deductions provide may well be worth the effort it takes to claim them.

Plans that were made at age 65 often require a second look once seniors reach their eighties and nineties.

You may already be aware of the annual gift tax exclusion that allows you to reduce the size of your taxable estate by making gifts up to $14,000 per year.