Estates & Trusts

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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…

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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…

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Critical Estate Documents

FINANCIAL DOCUMENTS Question Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property…

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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…

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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…

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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…

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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…

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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…

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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…

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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…