Business Owners + Individuals

Estate Planning

You’ve worked hard to build a comfortable life for your loved ones, and the last thing you want is to leave them with any financial stress when you’re gone. Good estate, trust and gift planning is essential to providing security and minimizing tax burdens. We understand the complex tax laws associated with estate management and are here to help you get your affairs in order for lasting peace of mind.

Estate Planning: Planning your final resting spot

Where you retire can have a big impact on your estate.

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News & Insights

News and insights

Chris Falco Discusses the Effects of New 2018 Tax Laws on Individual Taxpayers

You can listen to this article here. The Tax Cuts and Jobs Act that went into effect on January 1st is the most comprehensive tax change since…

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Chris Falco Lists the Top Three Tips on How the New Tax Law Will Affect Businesses in 2018

On December 22, 2017, the president signed into law the Tax Cuts and Jobs Act (H.R.1). “This major tax bill is essentially the most comprehensive overhaul of…

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Upcoming Deadlines

Upcoming deadlines



Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041) and individuals (Form 1040).

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More Deadlines

Reach out to us, we’ll take care of the rest