Sep 1, 2026 | Estate Planning, Tax News
Trusts are a foundational estate planning tool. They allow you to establish legally binding rules for asset distribution after your death. They also provide management guidelines during your lifetime. A trust can operate continuously while you’re healthy, during...
Aug 26, 2026 | Featured News and Events
MCB is pleased to announce Rui Sun has been accepted into the AICPA Leadership Academy for 2026. This highly-competitive program brings together just 36 emerging leaders nationwide and is designed to enrich professional development, challenge participants to grow as...
Aug 25, 2026 | Featured News and Events
Matthews, Carter & Boyce (MCB) is pleased to announce Kay Lee has been named a Top Financial Professional in Northern Virginia Magazine’s September 2026 issue. Kay is a Tax Director with the firm. With a career spanning more than twenty years, Kay joined MCB in...
Aug 20, 2026 | Personal Financial Planning, Tax News
It’s halfway through the year, which is a great time for taxpayers to do a quick check to make sure they’re on a smooth track for the April 15 tax filing season, advises the IRS. It’s posted the following tips: Keep good tax records. Taxpayers should keep all...
Aug 18, 2026 | Personal Financial Planning, Tax News
Health savings accounts provide employees with a smart way to save for medical expenses, even into retirement. Their triple tax benefit comes from their structure: contributions are made pretax, the money grows tax-free and withdrawals for qualified medical expenses...
