Jun 5, 2020 | Estate Planning, Uncategorized
Estate Planning When Time is Short June 18, 2020 The novel coronavirus (COVID-19) pandemic has caused some people to contemplate their own mortality or that of a family member. For those whose life expectancies are short — because of COVID-19 or for...
Jun 4, 2020 | Estate Planning, Uncategorized
Should You “Park” Your Vehicle in a Living Trust? June 25, 2020 Using a revocable trust — sometimes referred to as a “living trust” — is a common estate planning strategy to manage one’s assets during life and to avoid probate at death. For the trust to...
May 29, 2020 | Uncategorized
Time to Build Your Case for Loan Forgiveness June 30, 2020 Around three quarters of small businesses in the United States requested relief from the SBA PPP loan program to help make payroll, loan and rent payments due to the recent pandemic. As long as 75% of...
May 29, 2020 | Uncategorized
Understanding the Home Gain Exclusion June 22, 2020 The Home Gain Exclusion Benefit Explained For those who qualify, a married couple can exclude up to $500,000 ($250,000 for unmarried taxpayers) in capital gains from the sale of your principal residence. This...
May 29, 2020 | Tax, Uncategorized
Should I Pay My Tax Bill with a Credit Card? June 16, 2020 The IRS has contracted with a few credit card merchants to offer credit cards as a method of payment. Why not? Most of us are used to paying for merchandise from groceries to sweaters with our credit...
May 29, 2020 | Business, Uncategorized
Ideas to Help Local Businesses as They Re-Open June 5, 2020 Here are several ideas to help local businesses financially as they re-open their doors: Continue Buying Gift Cards For many small businesses, positive cash flow is the primary factor whether they...