IRS Extends Late Portability Election
The IRS recently issued a new procedure (Revenue Procedure 2022-32) which extends the time an estate has to elect portability to five...
Fun Election Facts
Besides Thanksgiving and Veterans Day, November is also known for Election Day. How well do you know United States election history?...
How the 2022 Midterm Election Will Impact You
On Tuesday, November 8, United States elections for the year 2022 were held. During this important midterm election, more than one-third...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some...
Will Your Trusted Decision Maker Be a Hero or Villain?
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror...
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false sense of security...
