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Exceeding Expectations. Always. — Business Advisors and CPAs

Personal Finance

When An Elderly Parent Might Qualify As Your Dependent

Are you supporting an elderly parent? You might qualify for the adult-dependent exemption, which allows a deduction of up to $4,050 per adult dependent claimed on your 2016 tax return.
Posted: March 15th, 2017 | Permalink

Make Health Care Decisions While You’re Healthy

A critical aspect of estate planning is having a plan for making medical decisions in the event you’re unable to make them yourself.
Posted: March 9th, 2017 | Permalink

When It Comes To Charitable Deductions, All Donations Aren’t Created Equal

As you file your 2016 return and plan your 2017 charitable giving, keep in mind the available deduction will vary based on a number of factors.
Posted: March 6th, 2017 | Permalink

Do You Need To File A 2016 Gift Tax Return By April 18?

If you made gifts to loved ones in 2016, a gift tax return may be required (or recommended).
Posted: February 21st, 2017 | Permalink

5 Questions Single Parents Should Ask About Their Estate Plans

Estate planning for single parents of minor children is similar to estate planning for families with two parents. But when only one parent is involved, certain aspects of an estate plan demand special attention.
Posted: February 10th, 2017 | Permalink