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    5 Key Things a Trustee Will Need to Prepare a Trust Return
    Scott Grandfield
    • Dec 5, 2020
    • 2 min

    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
    49 views0 comments
    Three Tax Considerations of 2020
    David Hilliard
    • Nov 25, 2020
    • 4 min

    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...
    91 views0 comments
    Your Tax Advisor is Best Friend Now More Than Tax Season
    Scott Grandfield
    • Sep 2, 2020
    • 2 min

    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...
    26 views0 comments
    Tax Planning for 2020
    David Hilliard
    • Aug 24, 2020
    • 3 min

    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. 
    99 views0 comments
    Taxes after the death of a spouse.
    David Hilliard
    • Jul 31, 2020
    • 2 min

    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
    44 views0 comments
    To RMD or not to RMD, that is the question.
    Richard Sanchez _GTBS
    • May 12, 2020
    • 2 min

    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...
    117 views0 comments
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