• More Bang for your Charitable Buck

    Posted:

    Giving to a favorite charity can be a very rewarding personal experience. Typically, charitable donations are done with cash. However, in many cases...

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  • What to do with unneeded life insurance?

    Posted:

    In the not too distant past, federal estate taxes were imposed when a person with a net worth of more than $600,000 died. Under those circumstances it was common to use permanent insurance policies to...

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  • Tax Basis Planning Opportunities

    Posted:

    There are a number of ways for assets to receive a basis step up when someone dies without transferring outright ownership to the decedent. We would be pleased to discuss these opportunities with you. However, the lifetime exemption is set to decrease in 2026...

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  • Tax Filing Deadline Reminders

    Posted:

    Tax season is upon us and many of us are focused on tax return preparation. Here is a summary of some key filing deadlines to keep in mind for 2017 tax returns.

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  • IRS Scam Alert

    Posted:

    The IRS issued a warning to taxpayers this week of a quickly growing scam involving erroneous tax refunds...

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