Certified Public Accountants + Advisors
The term “sandwich generation” was originally coined to describe baby boomers caught between caring for their aging parents and their children. These days the term applies to whichever generation is …
You’ve spent years building your company and now you’re ready to move on, possibly to a new business, retirement, or something else. Whatever your plans, you want to get the …
Do you have significant investment-related expenses, including payment for financial service subscriptions, home office maintenance, and clerical support? Under current tax law, these expenses aren’t deductible through 2025 if they’re …
If you have a life insurance policy, be aware that the proceeds your beneficiary receives could be subject to federal estate tax. That is, unless you take steps to ensure …
Given the steep cost of nursing homes, planning for long-term care is critical. This holds true not only for you but also possibly for aging parents if they’re still in …