Community Blogs

At one time, life insurance played a much larger part in an estate plan than it does now. Why? Families would often use life insurance payouts to pay estate taxes.… Read More

Practical strategies for better organization and less stress When should I go grocery shopping or put in the order for pickup? What time is Johnny’s basketball game? Who is taking… Read More

If you’re looking for a retirement plan for yourself and your employees but worried about the financial commitment and administrative burdens involved, there are some options to consider. One possibility… Read More

This past month the war in Ukraine passed five important but terrible milestones: two years since the war began; 400,000 Russian soldiers killed or very seriously wounded; about 180,000 Ukrainian… Read More

One of the most common misunderstandings about filing an income tax return is the difference between deductions and credits. Deductions reduce the amount of a taxpayer’s income before tax is… Read More

Family trusts, also known as living trusts or revocable trusts, can be valuable tools for managing and distributing assets. However, it’s vital to consider individual circumstances and goals when deciding… Read More

If you’re like many Americans, your mailbox may have been filling up in recent weeks with letters from your favorite charities acknowledging your 2023 donations. But what happens if you… Read More

QBI may sound like the name of a TV quiz show. But it’s actually the acronym for “qualified business income,” which can trigger a tax deduction for some small business… Read More

The 3rd ranked University of Iowa Women’s Basketball team rolled into a sold-out University of Maryland’s Xfinity Center on Saturday, Feb. 3 to challenge the Lady Terps in an arena… Read More

If you and your employees will be traveling for business this year, there are many factors to keep in mind. Under the tax law, certain requirements for out-of-town business travel… Read More

A Royal Refuge, Brideshead Revisited, and a 170-Year-Long Lawsuit Recall from two earlier monthly columns that Thomas Ligon/Lygon, the progenitor of the American Ligon line, is my proven great-g-g-g-g-g-g-g-g-grandfather, and… Read More

Are You on Track with Financial Planning in Your 30s? In your 30s, you may be settling into your career, creating a family, and building a foundation for your future.… Read More