News & Updates

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their ...

Because the federal gift and estate tax exemption amount currently is $12.06 million, fewer people need life insurance ...

By: Melodie A. Rich, CPA Hurricane Ian has left chaos in its wake, leaving thousands of Florida and ...

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. ...

Whether the economic climate is stable or volatile, one thing never changes: the need to protect your assets ...

If you have a child or grandchild who’s going to attend college in the future, you’ve probably heard ...

Are you planning to move to a different state? It may be due to a change in jobs, ...

Now that fall is officially here, it’s a good time to start taking steps that may lower your ...

If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re ...

As a result of the current estate tax exemption amount ($12.06 million in 2022), many estates no longer ...

The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not ...

In its latest report, the National Association of Realtors (NAR) announced that July 2022 existing home sales were ...