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September 10, 2020
Back-to-school tax breaks on the books

COVID-19 hasn’t gone anywhere, but that isn’t stopping students from starting college. The start of the school year is attended by both the usual discussions - schedules, homework, back-to-school purchases - and the unusual - public health safety precautions, online learning. As parents work to make sure their children are set up for success, they […]

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September 9, 2020
Investigating fraud: Key steps the professionals take

Fraud can be devastating for business owners. When you see signs that an employee, partner, or shareholder might be participating in fraud, experts can step in to help you investigate. While the specific nature of your suspected fraud case will determine your course of action, forensic accounts start with these three steps to investigate and […]

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September 2, 2020
Divorcing? Revise your estate plan

Divorce is a tough experience even for the most amicably separating couple. The legal matters. The financial matters. The sheer quantity of paperwork. There’s a lot to handle before it’s all final. Most divorcing couples aren’t looking for additional issues to attend to. However, make sure addressing your estate plan is on your to-do list.  […]

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September 1, 2020
Changes to CARES Act to address excess business losses

Losses have been a big point of concern for business owners in 2020. As the coronavirus pandemic halted the economy, lawmakers have struggled to provide economic support. The Coronavirus Aid, Relief, and Economic Security (CARES) Act has been part of these ongoing efforts.  Recent developments in the CARES Act may help address excess losses through […]

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August 27, 2020
Deferring payroll taxes: What does the president’s executive order mean for your business?

As the federal government is locked in debate about how to support businesses and workers during the COVID-19 pandemic, one of the big issues has been how to provide financial relief. On August 8, President Trump signed an executive action that deferred the employee portion of Social Security taxes for some individuals.  The action defers […]

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August 27, 2020
Five steps to take to fraud-proof your investment accounts

Your typical investment account holds significantly more money than a checking or savings account. That’s the idea, right? Unfortunately, that means that these accounts are attractive to cybercriminals. Banks, investment firms, and other financial institutions bear responsibility for securing investment accounts, but you can also make your investments more secure by putting protections in place.  […]

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August 26, 2020
In the COVID-ERA, college-aged adults need an estate plan

In years past, August was a time for excitement and anticipation: going back to school! This was especially the case for recent high school grads preparing to start their first year of college. But this year is marked by anxiety. Yes, all the essentials need to be arranged: dorm supplies, computer, books, and more. For […]

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August 25, 2020
It’s binary: Making your digital life part of your estate planning

Digital assets are an inevitable part of life in the 21st century. Financial services platforms, cloud storage, your music and movie collection, social media and email accounts. Those all belong to you. But what happens to them after you die or if you were to become incapacitated? The accessibility - and thereby, the future - […]

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August 20, 2020
The possible tax consequences of PPP loans

The Paycheck Protection Program (PPP) has been a valuable resource for businesses struggling with the economic impact of COVID-19. However, if your business received a PPP loan, it’s important to take tax implications into consideration.   The PPP basics The Coronavirus Aid, Relief and Economic Security (CARES) Act, signed into law on March 27, 2020, was […]

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