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


Thieves Use W-2 Scam to get Employee Data

The IRS warns the nation’s business, payroll and human resource communities about a growing W-2 email scam. Criminals use this scheme to gain access to W-2 and…

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Planning for Tax Reform

By Megan Moes, CPA, Falco Sult Supervisor It isn’t too late to save on taxes for 2017. However, year-end planning for this year presents a unique set…

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More News

Upcoming Deadlines

Upcoming deadlines


June

15

Individuals If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2016 income…

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September

15

Individuals If you are not paying your 2017 income tax through withholding (or you will not pay enough tax during the year that way), pay the third…

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More Deadlines

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