Plan To Prosper
This article describes tax-friendly strategies used by business owners and incorporated professionals to accumulate and preserve wealth.
Be Philanthropic, Improve Your Own Finances
This article describes several giving strategies and explains the accompanying financial benefits available to generous people.
Passive Income Strategies – Get Proactive
This article presents 4 ways an incorporated business can mitigate new tax rules, preserve the small business deduction and save hard-earned money.
Avoidable Problems – Get Organized Now
This article describes essential “must-do’s” to preserve your estate and protect your family from the financial fallout that occurs upon the death of a spouse.
Getting Married - Romance Meets Reality
Issues to address when contemplating marriage that require the help and experience of knowledgeable tax, legal and estate planning professionals.
CharityMATTERS™ Newsletter
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Everything you need to keep your estate information up to date including:
Estate Directory
What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.
Estate Planning Checklist
Organize your estate efficiently and eliminate taxes with this valuable checklist.
Executor Duties Checklist
Does your executor know what do? Keep this document with your wills.
Business Owners Planning Guide
This important document will help you develop a contingency plan to ensure continuity (and value) in your business.