News & Resources

I am the Beneficiary of a Roth IRA. Now What Do I Do? Each year I receive a number of phone calls from clients who have been named as the beneficiary of a deceased loved one’s Roth IRA. A Roth IRA is a special type of IRA...

Federal Tax Changes for 2021 For the tax year 2021, some tax item limitations will remain unchanged and some tax item limitations will change.  The following are some of the most commonly used tax item limitations for 2021:...

SUCCESSION PLANNING FOR FAMILY BUSINESSES Family businesses make a huge impact on the economy in the United States.  Studies have shown that the number of family businesses owned by second generations and third generations...

American Rescue Plan Act of 2021 After much debate in Congress and after Congress passed a $1.9 trillion dollar bill to further assist Americans through the affects of the COVID pandemic, on March 11, 2021, President Biden...