RECENT INSIGHTS | The Latest Information From Our Trusted Advisors
August 12, 2021
Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.
August 11, 2021
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
July 1, 2021
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
May 5, 2021
A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.
April 28, 2021
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.
April 23, 2021
Join our investment team for a look at our insights into the markets and the economy for the first quarter of 2021.
April 15, 2021
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
April 2, 2021
In today’s digital world, almost everyone has online accounts. Have you thought about what will happen to these assets when you're gone?
April 1, 2021
The changes and disruptions incurred in 2020 are well known and documented. But there is a new optimism, as roughly 80% of travelers have established plans during the next six months.
April 1, 2021
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
March 22, 2021
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
February 2, 2021
To prepare for tax filing season, there are several things you should take into consideration.