Checkmate!

Get some tips when using checks for payments to protect against fraud.   Read on ...

Navigating the Crypto Craze

While new investment products make it easier than ever to invest in Bitcoin, there are still plenty of issues.   Read on ...

Tarbox Update – Tax Cuts and Jobs Act – What’s on the Horizon?

Key provisions of the TCJA are set to expire.   Read on ...

Tarbox Update – IRS Scams!

Here's some popular IRS scams to be aware of.   Read on ...

Digital Assets

It’s never fun to think about a day that you’re no longer here. But, the more planning we do today can save stress for your loved ones.

Erin Itkoe, CPA, CFP®, Director of Financial Planning

Offering strategic advice to enhance clients' financial well-being, every day! Read about Erin ...

Health Directives and Medical Information

It is extremely important to have your estate planning documents in order.

Year-End Tax Planning

It is an opportune time to take advantage of tax planning strategies before we ring in 2021.

Estate Plan Documents and COVID-19

It is extremely important to have your estate planning documents in order.

Important Changes to Retirement Accounts

Recently, we’ve seen many changes as it relates to retirement accounts.

Evaluating Intra-Family Loans

A silver lining stemming from the current economic environment is extremely low-interest rates.

Client Update – The CARES Act

We are here to help you navigate these uncertain times due to the effects of COVID-19.
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