Blog

The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.  

The Good and the Bad (and the Confusing)

  The SECURE Act...
Read more

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
Read more

What You Need to Know About Business License and Permit Requirements

If you are starting a new business, there are so many things to consider and think about. But it’s important, in the midst of all of this, not to overlook federal, state, and local business license and permit requirements.

Almost every business, even one that is home-based, is required to obtain some form of license or...
Read more

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...
Read more