Year End Charitable Giving

Year End Charitable Giving

As the holiday season approaches and the year comes to an end, many will be thinking about their charitable giving as part of their end-of-year financial planning strategy.  For many philanthropists, giving is a way to support their favorite charities and causes while...
Estate Planning

Estate Planning

Estate planning is not just for the wealthy.  It is for everybody.  It is a continuous process, not a one time event.  Let us show you how.
Dirty Dozen Tax Scams For 2015

Dirty Dozen Tax Scams For 2015

The IRS released its annual list of “dirty dozen” tax scams. Here are the 12 most common scams for the 2015 tax filing season: Phone Scams Phishing Schemes – Fake emails or websites looking to steal personal information Identity Theft Unscrupulous Return...