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Timely Tid-Bits
  • A Summary of Estate Planning Options
    A brief discussion of some basic estate planning considerations. Stay tuned for additional, more extensive coverage of this topic.
  • Avoiding an IRS Audit
    An outline of the audit process and tips on how to prepare.
  • Why use a Professional?
    A better question would be, why not a professional! Do you actually have time to do an accurate tax return which does not invite an IRS audit? The value of hiring a professional for your tax and accounting needs is thoroughly explained.
  • When to Use a "By-Pass" Trust
    The first step in planning when your taxable estate exceeds $1,000,000.