Feb 8, 2021 | Estate Planning, Uncategorized
Consider Your Options When Addressing Life Insurance in Your Estate Plan February 16, 2021 Who Should Own the Policy? If you own life insurance at your death, the proceeds will be included in your taxable estate unless you take certain steps....
Jan 29, 2021 | Tax, Uncategorized
Alert: Look for New 1099 NEC February 10, 2021 The Form 1099 The Form 1099 is an informational tax form that captures economic activity that is then reported to you and the tax authorities. The primary purpose of the form is to ensure you are reporting...
Jan 28, 2021 | Business, Uncategorized
Organized Business Records Save Time and Money February 19, 2021 Here are some suggestions to help you master the art of documenting and organizing your business now and in the future. Document Policies and Procedures. Write down daily responsibilities,...
Jan 28, 2021 | Tax, Uncategorized
Four Ways to Make Sure Your Tax Return Doesn’t Get Stuck February 4, 2021 Here are four ways to make sure the preparation of your tax return keeps humming along until it gets filed. 1. Keep Tax Documents in One Place. Missing items are one of the...
Jan 28, 2021 | Estate Planning, Uncategorized
Planning for Tangible Personal Property February 10, 2021 As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from you or your loved ones. However, the items that make up tangible personal property, such as...
Jan 28, 2021 | News, Uncategorized
IRS Identity Theft Season Begins Now February 16, 2021 Early Tax Filing Season is the Worst Time Your federal tax account at the IRS has plenty of money in it from all the taxes withheld from your paycheck during the course of the year. Until you file...
