News & Resources

IRS Letters and Replies

August 22, 2014
You just received a letter from the Internal Revenue Service (IRS) and your first thoughts, after panic subsides (or not), might be: I have never been audited before; how can...

Financial Fraud, Scams & Deceptive Fund Raising

August 8, 2014
Experts in financial fraud have identified the profile of a financial fraud victim: Male, age 55-62, married, an accredited investor (meaning they have wealth over $1 million excluding residence and...

Living Trusts and Powers of Attorney

June 13, 2014
In my previous article I addressed the importance of having a will and estate planning. As part of the estate planning process, a Power of Attorney will likely by discussed...

Importance of Having a Will

May 21, 2014
If you don’t have a will, take the necessary steps to get one at your earliest opportunity. Even if you're young or your estate is modest, you should always have...

Plan Income, Deductions & Tax – Personal

May 16, 2014
Just as a good business owner plans the business operations and taxes for the year ahead, you should plan your personal income taxes as well. By planning ahead, you will...

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