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


2023 Updates to Gift Taxes and Annual Exclusion Amounts

The annual gifting exclusion limits set by the IRS determine the maximum amount of money or assets that an individual can give to another person without triggering…

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Podcast: Chris Falco is More Than Your Typical CPA

“I like seeing success. And I like being part of success. And I like to think and hope that I contributed to someone’s success. That’s what continues…

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More News

Upcoming Deadlines

Upcoming deadlines


September

15

Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

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