As CPAs, we assist our clients with many aspects of their financial life, such as tax matters, acquiring and disposing of assets, how their investments are structured, and more. Therefore,…
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As a CPA, I often talk to our clients about wealth transfer, avoiding probate, and minimizing estate and income tax. Understanding client desires and family dynamics has always been a…
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You probably don’t have to be told about the need for a will. But do you know what provisions should be included and what’s best to leave out? The answers…
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When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your plan must also spell out…
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Converting your traditional IRA funds into a Roth IRA could have significant tax benefits to yourself and your family members, if planned correctly. Thanks to the Tax Cuts and Jobs…
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The relief of filing your tax return can be short lived if a tax notice is received. Technology and additional filing requirements have increased the amount of data the IRS…
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