News & Insights
Our latest guidance for taxpayers that have received PPP loan proceeds.
Our continuing office procedures for 2021, information about 2020 tax organizers, and important coronavirus-related tax provisions.
What is estate planning and why is it important?
Estate planning ensures that your wishes upon death or incapacitation are followed, including:
what happens to your assets
instructions for your care if you become disabled before you die
financially providing for your loved ones after you’re able to
This is an ongoing process that should be reviewed with your financial advisor whenever there’s a major change in your family or in your net worth...