03 Apr
April 03, 2020

To help businesses attempt to weather the storm, Congress and the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The CARES Act is nearly 1,000 pages long and full of provisions that affect small businesses. This white paper is an attempt to help you, the small business owner, navigate these waters. It is important for you to know what is available to you and in what order you should be doing things. 

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28 Jan
January 28, 2020

Every January I head down to Orlando for the Heckerling Conference on Estate Planning. Imagine thousands of attorneys and CPAs all congregating to discuss the latest complicated estate and tax planning strategies the best and brightest had dreamt up… yes, it is exactly as big of a nerd fest as you are imagining. I always come back with these amazing ideas that I can’t wait to share as they relate to people’s estate plans.

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21 Dec
December 21, 2019

Do you hear what I hear??? It’s new legislation coming out of Washington this Christmas season!  Heading into the New Year the Federal Government has just released legislation that will have far reaching implications for nearly all individuals.  You may have heard rumblings of something called the SECURE Act throughout the year.  It passed with near unanimity in the House back in May but was met with a frosty response once it moved to the Senate. 

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31 May
May 31, 2019

It is that time of year again when parents find themselves becoming empty nesters as their kids head off to college. It is a time full of important, and not important, decisions to be made. Picking out the right towels, bedding, computer, books, clothes, and mini-fridge can quickly become overwhelming.  However, there is a lot more that you should be considering and doing before you leave them in the rearview mirror.

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04 Jun
June 04, 2018

If you are a business owner who receives “pass-through” income, the Tax Cuts and Jobs Act included a major provision that you need to be aware of and start planning for. The largest take away from the new legislation might be the reduction of the corporate tax rate from 35% to 21%. However, this does not help you if your business is set up as a Sole Proprietor, S-Corp, Partnership, or certain LLCs. So, in an effort to ensure some

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23 Apr
April 23, 2018

You may have heard that the Tax Cuts and Jobs Act raised the shared Federal Estate Tax Exemption level to over $22 million for a married couple. It is estimated that this increase will reduce the number of estates subject to Federal Estate Tax in 2018 from 5,500 to only 1,700, which represents approximately only 0.1% of the estates to be filed in 2018.

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