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Many business owners think about taxes only when it's time to file their returns. They gather receipts, download bank statements, and rush to meet the April deadline. Sound familiar? This approach to taxes – known as tax preparation – is costing you money. The alternative is tax planning, a proactive...

You've no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you've heard of a Trust and wondered what it is and how it works. You...

Planning your legacy is about more than passing on assets; it’s an opportunity to support causes you care about and make a lasting impact. Charitable giving, when integrated into your estate plan, allows you to leave a meaningful mark on the world while providing financial benefits for your heirs. Whether you’re...

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a buffet of changes to federal tax laws. Specifically ,some significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the capital...

Happy Holidays! I hope you are all finding time to celebrate with friends and family this holiday season. It has been a tough year, with all of us getting our hopes up that Covid was on the way out this summer, only to be brought back down to reality as fall...

SHARE THE HOLIDAY SPIRIT It's that time of year again and I'd like to wish each and every one of you happy holidays and best wishes for 2021! It has been my sincere pleasure to work with our clients and colleagues this year and I look forward to serving them...

Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place.  Yet for all but a few people, creating a Will is just one small part of an effective estate plan that works to keep your loved...

Don't Mess with Grumpy Cat. On Monday, January 22, a California federal court awarded Grumpy Cat Limited ("Grumpy Cat") $710,000 in damages for numerous claims against Grenade Beverage LLC ("Grenade Beverage"), a California-based beverage company. The original complaint, filed by Grumpy Cat on December 11, 2015, accused Grenade Beverage for...

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven't yet, take this as the sign that now's the time to do it, in case the...

You don't have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it's often overlooked in estate planning. And if...