Wealth Transition and Succession Planning: Best Practices for Businesses During COVID-19
Wealth transition and succession planning were always complicated processes—COVID-19 did not do it any favors.
Is Your Child Eligible for a $500 Economic Impact Payment?
If your child received Social Security, Supplemental Security Income, Department of Veterans Affairs or Railroad Retirement Board benefits and did not file a tax return for 2018 or 2019, they may be eligible for an Economic Impact payment.
Dealing with Catastrophic Property Loss
Although disasters usually strike without warning, there are measures you can take both before and after they strike to protect your property and your finances.
Accumulating Funds for Short-Term Goals
We provide basic guidelines to help you accumulate funds for a short-term goal, such as a wedding or a down payment on a home.
4 Things to Consider Before Refinancing Your Home
Mortgage refinancing applications surged in the second week of March 2020, jumping by 79%— the largest weekly increase since November 2008. As a result, the Mortgage Bankers Association nearly doubled its 2020 refinance originations forecast to $1.2 trillion, the strongest refinance volume since 2012.1 Low mortgage interest rates have prompted many homeowners to think about…
Watch Out for Tax Penalties
With the July 15 tax filing deadline behind us, it’s time to start thinking about your 2020 taxes.
Household Employee Payroll Tax Rules: 7 Things You Need to Do
If you hire a domestic worker to provide services in or around your home, you probably have a tax liability that you don’t know about—or one that you do know about but are ignoring.
5 Tips to Prepare for Parenthood
As you prepare for life with your baby, here are a few things you should think about.
Could You Be Responsible for Your Parents’ Nursing Home Bills?
There are 26 states where laws generally hold children financially responsible for certain debts of their parents.
Employers: Don’t Miss Out on the Work Opportunity Credit
The WOTC is typically worth up to $2,400 for each eligible employee, but it can be worth up to $9,600 for certain veterans and up to $9,000 for “long-term family assistance recipients.”