Latest Blog Posts


Posted on: March 19th, 2013
The IRS recently announced an expansion of its Independent Contractor (“IC”) Amnesty program also known as the Voluntary Classification Settlement Program (“VCSP”) ...

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 17th, 2013
The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include: * The federal gift, estate and generation-skipping...

Time is Running Out to Save Unprecedented Amounts in Taxes

Posted on: October 23rd, 2012
For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity. ...

SBA Loan Programs

Posted on: June 20th, 2012
The SBA, or Small Business Administration, was established in 1953 under President Eisenhower. SBA loans are made through banks, credit unions and other lenders who partner with the SBA. The SBA provides a government-backed guarantee on part of the loan. ...

2012 Resolutions

Posted on: February 24th, 2012
As 2012 approaches it's time again for New Year's resolutions. According to Forbes, there are 12 resolutions we should all make and planning your estate is number two:...

Create Successful Wealth Transfers With Open Communication

Posted on: February 24th, 2012
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