Update Your Estate Plan As Life Changes

Estate planning can be complicated and easy to put off.  Even when done, many often think things are done forever. Yet, things change. Here are some items to consider in light of life’s changes. People Change You name an executor … Continue reading

The (Less) Secure Act & Coming Death of the Stretch IRA

While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws.  The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading

2018 Tax Preparation & Form 1099 Mailing

Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. As in past reporting years, the goal is … Continue reading