Blog

Carla Medrano

Protect Your Business From COVID-19 Scams

The Small Business Administration has been grappling with fraudulent COVID-19 relief applications. Here’s what your business can do to protect your confidential information.

Joe Vincent

Congress Corrects Depreciation Mistake

Qualified improvement property can now be completely expensed in the year the asset was placed in service. Here are three reasons why you may want

Genny Cordell

Be Prepared For Higher Taxes

With the potential for higher taxes on the horizon after this November’s presidential election, now is the time to start planning how to best navigate

Denise Johnston

Estate Taxes: What EVERYONE Should Know

Most taxpayers ignore the federal estate tax, thinking they will never be touched by it. Unfortunately, you do this at your own peril.

Carla Medrano

Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years.

Ameerah Morsy

Think Before Tapping 401(k) as Emergency Fund

While it is an option, retirement plan withdrawals are not always the best choice. Think through all scenarios before withdrawing from retirement funds to cover

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