• Coming Soon: More Business Filing Requirements

    Posted:

    More business filing requirements are on their way, and even the smallest of businesses may need to comply. Penalties for failure to comply are expected to be $50 per day (capped at $10,000) and up to two years imprisonment.

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  • Tax-Wise Giving With a Donor Advised Fund

    Posted:

    A Donor Advised Fund (“DAF”), is simple, flexible and tax-efficient way to give to your favorite charities. As the fund Advisor, you (and your spouse) can make recommendations to the fund sponsor regarding what charities the funds are distributed to, when distributions are made, and what amounts ar

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  • What to do First When a Loved One Dies?

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    When a loved one passes away, the tasks to be accomplished can seem overwhelming. This article provides a brief overview of some initial steps to consider when a loved one dies.

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  • Tax Outlook for 2022

    Posted:

    A new year means increased exemption amounts and updated tax brackets. Should the latest version of the Build Back Better Act (“BBBA”) be adopted, it would impose “high-income” tax surcharges on high income earners and irrevocable trusts. Strategic planning may help minimize these taxes.

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