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

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...

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...

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

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

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