Planning for the proper passing and protection of assets is critical for any business owner or investor. We will help you analyze your current estate situation and assist in developing a plan to pass your assets to those you care about. We will work directly with your attorney, trustee and investment advisors to facilitate a speedy resolution to the estate, and make certain that the transfer of your business and other assets to your beneficiaries is orderly and at the lowest tax rates possible. The current laws that impact Estates and Trusts are complex and are subject to change. We will work hard to make the planning and administration processes as simple as possible for you and your family.
So popular was the topic of our last post, that we created Part II to create our eating-healthy-this-summer-themed blog series. Enjoy these added nutritional and time-saving tips for summer meal planning.
When thinking about accountants, typically the only “power tools” that come to mind are adding machines, calculators, and computers. Not so for the team at Dunning & Associates CPAs who donned tool belts and handled nail guns during a recent team building event.
If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!