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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Estate planning puts your mind at ease and makes things easier for your loved ones once you are gone. Nobody can predict the future and emergencies can occur at any…
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Working with an experienced tax attorney makes it easier dealing with the ever-changing Federal & State tax situation Every year changes are made to the tax law that affect the…
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Personal Tax and Financial Planning 2014 – 2015: What You Can Do Now to Save Money Now If you are like most people, you experience an end-of-year rush that leaves…
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Estate planners are often asked whether trusts are only for the wealthy. Though it is not necessary for some people of modest means to establish a trust, it can be…
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First blog post coming soon. "'Cause I'm the Taxman, Yeah, I'm the Taxman." -George Harrison
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