News & Insights

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Basic Estate Planning: Retirement Plan Assets, IRAs, and Other Beneficiary Designated Assets
September 17, 2021 
Jim Magno


How to lay the foundations for your estate plan and keep it updated for the benefit of both yourself and your loved ones.

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How the SECURE Act May Change Your Estate and Financial Planning Approach
June 16, 2021 
Jim Magno


The passing of the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, in 2020 has broad implications for your financial planning going forward.

Elbow Greetings
COVID-19 Statement
Updated: September 17, 2021


Our continuing office procedures for 2021.

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PPP Loan Update
September 19, 2020

Our latest guidance for taxpayers that have received PPP loan proceeds.

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What is estate planning and why is it important?
September 1, 2020


Read about the benefits of estate planning and what different aspects of an estate plan may entail.