September 27th, 2017
Why Beneficiary Designations Must Coordinate with Your Estate Plan
In developing a comprehensive estate plan, it is critical to understand which, if any, of your investment assets have or could have a beneficiary. If there are such investment assets, then the naming of that…
September 14th, 2017
Special Considerations in Valuing Professional Practices
IRS Circular 230 Disclosure The information contained in this presentation is not intended to provide Federal tax advice within the meaning of IRS Circular 230, but is a presentation prepared and/or designed to provide educational…
May 2nd, 2017
What Should You Do When You Get an IRS Audit Notice?
First, when you get a notice of audit from IRS, don’t panic. Although your return was among the less than 1% of all returns selected for audit, most examinations are limited in scope and have…
