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Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life.

It seems hard to believe from our current vantage point that less than twenty-five years ago, only $600,000 was exempted from estate taxes. When a person died, any amount left to heirs above $600,000 would be taxed at the then-maximum tax rate of 55%.

Last Friday, the Internal Revenue Service announced a delay in the beginning of the 2021 tax season to February 12, about two weeks later than its usual start, in order to allow the agency to complete preparations related to the tax changes that we

Some of our readers are old enough to remember the 1970 hit song written by Curt Sapaugh and Bobby Austin and subsequently made popular by Glen Campbell. The chorus went like this:

As we turn the page on the calendar to a brand-new year, there are many reasons for hope and optimism. Perhaps foremost on most minds is that vaccines are on the way, offering the promise of finally closing the door on the dangerous virus that has threatened the entire world for the past year.

The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors.

As we mentioned in our previous blog article, this is the season for looking back over the past year and also thinking about the year that lies ahead. With only four trading sessions left in the calendar year, 2020 is just about in the history books.

The Holidays are a time of tradition and giving. For 18 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

As we come to the end of what has been possibly the most challenging year in recent memory, it is only natural that many of us are reviewing 2020 in our minds, thinking about the sweeping changes that we experienced: personally, professionally, and as citizens of our communities and our nation.