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.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.