Including Digital Assets in Your Estate Plan

What should you know? What should your executor know?   When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser concern, perhaps no concern at all. But it is something that many are now...

Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to...

How New Tax Laws Affect Small Businesses

A recap of the major changes impacting corporations and closely held firms.   The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect...

The Different Types of IRA’s

This popular retirement savings vehicle comes in several varieties.     What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick look at all the different types of IRAs:  Traditional IRAs (occasionally called deductible IRAs)...

Financing a College Education

A primer for parents and grandparents.   A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what...

Legislative Insider – Spring 2018

Tracking legislation that may impact your business, your estate, your retirement or your wallet.     Recent Developments   Tariffs on imported metals, Chinese imports. The federal government has officially imposed excise taxes of 25% on foreign steel and 10% on imported aluminum. Some nations are initially exempt from...