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Should a Trust be a Part of Your Estate Plan?

  • November 11th, 2019

2019 – 11/11  Will a trust make life easier for your heirs, reduce estate taxes, or provide other benefits when you die? In many cases, the answer is yes, and not just for the very wealthy. While thoughtful estate planning is critical for people with substantial assets, even those with assets less than the estate…

How Do I Become a Nonprofit Group?

  • November 7th, 2019

2019 – 11/01 Are you interested in forming a tax-exempt nonprofit group? Many people who want to support causes mistakenly think that calling a group a nonprofit is enough. But, the IRS says not so fast! To be considered tax-exempt, there are hoops that must be jumped through, up front. First, you must decide if…

Federal Tax Withholding Estimator

  • November 7th, 2019

2019 – 11/01 When it comes to planning for next year’s tax return filing, the IRS urges taxpayers to wait no longer. To avoid tax-time surprises on their 2019 federal tax returns, taxpayers should start by using the IRS withholding estimator and adjust withholding or estimated payments if necessary. This is important for those who…

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