Many clients come to us after they have previously prepared an estate plan, perhaps only a few years ago, and perhaps so many years ago that you had named guardians for your now grown children in a last will and testament. In either case, a review and […]
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A lil Tax Help for Business Owners Halloween is around the corner, but there’s probably no word in the English language that’s scarier than “taxes.” Whoever you are, whatever you do, and no matter where you run, there’s no escaping them. This is especially true when it […]
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Back to School This time of the year marks the “back to school” season. For many of you out there, it may also be your child’s first semester in college. In May, they needed the teacher’s permission to use the bathroom. Four or five months later, they’re […]
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Supplemental Insurance? By all means, YES! Most folks have seen the commercials featuring a real live duck who quacks out a brand name of a company that is the most widely known provider of something called ” supplemental insurance”. Few know or understand what this really means, […]
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Are you one of those individuals who are hooked on TV shows like Flip or Flop, Flip that House, House Flippers….? Are you salivating at the thought of following in the footsteps of these successful flippers and get rich like they have? Are you considering flying to […]
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Second (third, fourth, fifth) time around marriages are on the rise and account for more than fifty percent of marriages. Many of these unions involve children on one or both sides, accumulated assets and many other issues that create a situation that is less than a clean […]
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Each calendar year is filled with tax deadlines. Who knew? The IRS prefers that tax returns are timely filed (and they encourage this process by imposing penalties for many types of untimely filed returns). What are the tax deadlines, to whom do they apply, and how do […]
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First time brides and grooms are often starry-eyed, with plenty of romantic notions about how great marriage will be. Actually, marriage is pretty great when you choose your spouse wisely! (Hint- marry your best friend.) Many people who marry, especially for the first time, bring many assumptions […]
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You hear the phone ring. The caller I.D. says “unidentified”. When you answer, the caller goes into a very credible greeting- ” I am from the Internal Revenue Service. Here is my name and badge number, and you have a prior-year tax debt. You must pay the […]
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On March 31, 1998, a epic event occurred in St. Petersburg, Florida – after decades of being a real baseball town with spring training, baseball events, and building a major league style stadium, we hosted our first Major League Baseball game. Now, 19 seasons later, our community […]
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