Which Comes First? Estate Planning or Exit Planning?
I would like to share an excellent article with you written by Denis M. Brown from Pace Capital
Georgia Education Expense Tax Credit – Do Not Wait, Apply for Approval Now
The Georgia Department of Revenue has already approved 50% of the $58M education expense tax
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
The 2013 Medicare Surtax: What You Need to Know
The American Taxpayer Relief Act of 2012 and the Patient Protection and Affordable Care Act
Musings From The CEO (Summer 2013)
Late last year many of our clients were scurrying around to do some last minute
The Life Insurance Question
As Estate Planners, we often get asked about life insurance. Do I need it? How
Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
The New Tax Law: Does Your Estate Plan Need to be Updated?
Congress passed the American Taxpayer Relief Act of 2012 (the 2012 Tax Act) in the
What the New Tax Law Means to You
As you probably know, Congress avoided the so-called fiscal cliff by passing – at the
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