From a simple standpoint, many people initially think of an estate plan as having a will. On the more complicated end, some think of an estate plan as an elaborate…
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This past summer (July 2015) , a new law was passed that included changes to due dates for certain tax returns. The law also provides several new extension dates. These…
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Contributions to a Roth IRA aren’t deductible. The amount that can be contributed to a Roth IRA is subject to the same limitations as apply to regular IRAs. Qualified distributions…
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President Obama’s 2016 budget proposal contains a number of tax increases, not the least of which is to make death a taxable event. Obama’s proposal would impose a capital gains…
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Starting a new business is exciting, but it requires many important decisions. One of the earliest and most crucial decisions is what type of business entity to form. Your choice…
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Business succession planning; what happens to your business once you no longer run it is one of the most important yet often overlooked issues small business owners face. Business succession –…
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It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for…
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Working with a PFS helps you put your current earnings, your projected earnings, and your long-term outlook into proper perspective. A Personal Financial Specialist, or PFS, is an individual who…
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Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
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