retirement

5 Key Things a Trustee Will Need to Prepare a Trust Return

TRUST DOCUMENT - One of the most important things is the trust document itself. This is the guiding instrument that will tell your preparer

Three Tax Considerations of 2020

In March of 2020, the U.S. federal government signed into law The Coronavirus Aid, Relief and Economic Security Act. We now refer to it...

Your Tax Advisor is Best Friend Now More Than Tax Season

There are many of you out there who believe that come tax season, one of your best friends is your tax preparer. The reality is while...

Tax Planning for 2020

In general, every tax plan starts with something called AGI, or Adjusted Gross Income. This is the pebble in the pond.

Taxes after the death of a spouse.

The death of a spouse is very traumatizing for the surviving spouse and the last thing someone wants to deal with is how their taxes are aff

To RMD or not to RMD, that is the question.

Well folks, just when we thought we had seen all the changes to the required minimum distribution (RMD) with the ratification of the...