The resources of a large firm with the personal touch of a small practice.
Thursday, August 6, 2020
The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...
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Tuesday, August 4, 2020
There are several ways you might consider gifting money to your loved ones. In 2017, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) in cash, investments, and/or property to each of...
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Tuesday, July 28, 2020
Non-qualified deferred compensation plans (NQDCs) allow an employee to earn wages compensation, and bonuses in one year while deferring the income tax payment on them to be settled in a later year.1 Pros of Contributing to an NQDC As...
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Friday, July 24, 2020
Social Security is the bedrock of Americans’ retirement income security. So you may have been concerned by the news that the federal government needed to dip into the Social Security’s trust fund to pay for the program...
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Tuesday, July 21, 2020
New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and...
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Friday, July 17, 2020
Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve...
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Wednesday, July 15, 2020
AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our...
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