Individuals

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The other day, I received an e-mail from a couple I’ll call David and Ruth. They both work and own a 3-bedroom home that costs them just $1...
Busy season is technically over, but CPAs and tax professionaks know all too well that some clients miss the tax-filing deadline. Here’s...
Discussing business with a current or potential client/customer over a meal or drinks has been de rigueur for years, but with the Tax Cuts...
When you make out a will or bring one up to date, it’s also the practical time to write a "letter of final instructions" — an informal...