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Frequently Asked Questions
A power of attorney is a legal document that allows one person, called an agent, to act on behalf of another, called the principal. Another name for agent is "attorney-in-fact." Read More...
A Will is a legal document that is used in probate to distribute your assets to your beneficiaries after you die. It is also used to name a guardian and conservator to care for your minor child. Read More...
An advance directive is a legal document that provides direction regarding your health care if you become incapacitated. It's also called a living will or a health care directive. Read More...
You can do well by doing good. Charitable giving rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in transfer taxes. Read More...
Thinking about starting your own business? Important asset protection and business planning factors to consider before you make the commitment. Read More...
An important part of managing your personal finances is keeping your financial records organized. By taking the time to clear out your records, you’ll be able to find what you need exactly when you need it. Read More...
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Personal Property Rentals: A Guide for Small Business Owners
Own a business with significant and valuable personal property? Personal property rentals can have a major impact on your business taxes. Learn everything you need to know about how to classify and manage them. Personal property rentals are often overlooked but hold significant financial benefits for small businesses. Unlike real estate rentals, the tax treatment of renting Read More
OBBBA brings sweeping tax changes for 2025—boosting educator deductions, 529 plans, small biz stock, families, gamblers, and overtime earners: OBBBA makes significant changes to the educator Read More
The OBBBA boosts QSBS tax breaks for investors and revives 100% bonus depreciation for business property placed in service after Jan 20, 2025: Do you own Read More
The OBBBA brings tax savings for seniors, raises the SALT deduction cap in 2025, and changes charitable donation rules starting 2026: If you will be age Read More
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