Nov 12, 2024 | Estate Planning, Featured News and Events, Personal Financial Planning
Reposted from Yahoo Finance, November 2, 2024 news article. By Kerry Hannon, Senior Columnist, Yahoo Finance Three years ago, Lisa Popa was hired for a three-month stint as a tax preparer at an accounting firm. But as April drew to a close, her tax season position...
Aug 14, 2024 | Estate Planning, Personal Financial Planning
Reposted from The Kiplinger Personal Finance July 25 2024 news article. BY DANIEL BORTZ LAST UPDATED 25 JULY 2024 | CONTRIBUTIONS FROM KATHRYN POMROY Estate planning mistakes can upend your best efforts to protect your family’s finances after your death....
Jul 25, 2024 | Estate Planning, Featured News and Events, Personal Financial Planning
Reposted from The Community Foundation For Northern Virginia, July 10, 2024 news article. By Rich Harpe, Principal CPA at Matthews, Carter & Boyce, P.C. In the digital age, clients often ignore—or even resent—forms and paperwork that aren’t yet online. But don’t...
May 23, 2024 | Estate Planning, Personal Financial Planning, Tax News
When establishing the terms of your estate plan, you might consider using a trust to pass assets along to your beneficiaries or transfer wealth to your loved ones. Establishing a trust is often a wise strategic decision, but at the same time, grantors should fully...
May 21, 2024 | Estate Planning, Personal Financial Planning, Tax News
It is somewhat unusual to highlight 2026 taxes in 2024, but we are in an unusual situation: Many of the provisions in 2017’s Tax Cuts and Jobs Act will expire at the end of 2025 unless Congress acts to extend them. Taxpayers need to be aware of how they will be...
May 2, 2024 | Business Planning, Estate Planning
Ensure the longevity and success of your business by creating a strategy to transfer ownership. Don’t let your hard work go to waste by failing to envision the company’s future without you at the helm. Follow the advice below to properly plan the estate of...
