April 29,2019 Records Retention Guidelines to Remember During Spring Cleaning Warm weather and rainy days bring the urge to purge. But before you clean your file cabinets or declutter your computer […] Read more
April 09,2019 Top 5 Mistakes When Naming Beneficiaries of Insurance Policies Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to […] Read more
October 02,2018 Effective Retirement Planning Includes Contingencies Roughly one in five Americans in the workforce believe that “working for pay” will be a major source of their retirement […] Read more
August 01,2018 The Deferred Sales Trust (Part 2) A Legal, Tax-Based Strategy for Deferring the Payment of Capital Gains Taxes By Greg Reese, Certified Trustee for the Deferred […] Read more
July 10,2018 Definition of a “Grantor, Settlor, or Trustor” of a Trust Definition of a “Grantor, Settlor, or Trustor” of a Trust These terms are often interchangeable. The Grantor, Settlor, or Trustor […] Read more
June 07,2018 Save or Shred? Follow These Recordkeeping Guidelines Are you a recordkeeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. […] Read more
June 07,2018 6 Cool Ways to Save Taxes During the Hot Summer Months The Tax Cuts and Jobs Act (TCJA) may have put a crimp in some of your summer plans by eliminating […] Read more
May 17,2018 Capital Gains Rates Before and After the New Tax Law Are you confused about the federal income tax rates on capital gains and dividends under the Tax Cuts and Jobs […] Read more
April 12,2018 Reverse Mentoring: Moving Seasoned, Younger Workers Into High Gear Reverse-mentoring isn't a new concept, nor is it widespread, though many companies could benefit from such a program. Pioneered at General […] Read more
April 03,2018 Last-Minute Tax Planning Tips for 2017 This year, Tax Day for individuals, sole proprietors and C corporations is Tuesday, April 17. You still have time to consider […] Read more