Tax Reform: Which Changes Are Temporary vs. Permanent?
The Tax Cuts and Jobs Act (TCJA) includes a bevy of important tax changes for individuals and businesses. However, it’s…
Buying vs. Leasing Equipment: Which Is Right for Your Business?
For tax years starting in 2018, the Tax Cuts and Jobs Act (TCJA) provides new and improved tax incentives for…
Critical Estate Documents
FINANCIAL DOCUMENTS Question Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property…
The Basics of Estate Planning
With the many changes in the estate tax in recent years, you could be confused about the need for estate…
Discussing Inheritances with Heirs
Many people are uncomfortable discussing with heirs how they will distribute their estate. Perhaps you don’t want your children to…
May 9th Tax Update by Bill Young
Join the Chesterfield Chamber of Commerce to learn more about the new tax laws. Bill Young Jr., CPA, CGMA, is a partner at…
Timing and Taxes: Two Critical Issues when Buying or Selling a Home
You might be in a rush to buy or sell a home before summer starts or interest rates increase even…
Save or Shred? Follow These Recordkeeping Guidelines
Are you a record-keeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely - just in…
Are Roth IRAs Still Beneficial under the New Tax Law?
The Roth IRA remains an attractive retirement planning vehicle for many individuals after the changes made by the Tax Cuts…
Test Your Estate Strategy Knowledge
Creating an estate strategy is all about helping ensure that your final wishes are carried out in the event of…