News/Events

March 2, 2020 / News_Events

Blended Family IRA Beneficiary Designation

Congress recently passed—and the President signed into law—the SECURE Act, landmark legislation that affects the rules for creating and maintaining...
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March 2, 2020 / News_Events

2019 extender legislation – energy credits

In December, 2019, Congress passed legislation to extend some tax provisions until December 31, 2020.  Since some of the provisions...
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March 2, 2020 / News_Events

SECURE Act changes to IRA’s

Do you have an Individual Retirement Account (IRA)?  Are you 70 years or older?  If so, congress passed tax legislation...
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February 22, 2014 / News_Events

Estate Planning Updates

Personal Financial Specialist - Local Events (more…)
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January 29, 2014 / News_Events

Ultimate Workshop -Tax, Succession and Estate Planning for Business Owners

Personal Financial Specialist - Local Events (more…)
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November 21, 2013 / News_Events

Estate Planning – Top 5 things to do by year-end

Personal Financial Specialist - Local Events (more…)
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November 6, 2013 / News_Events

Medicaid Law

Personal Financial Specialist - Local Events (more…)
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May 2, 2013 / News_Events

How to Avoid the 10 Most Common Estate Planning Mistakes

How to Avoid the 10 Most Common Estate Planning Mistakes Event Details Date: May 2, 2013 Time: 5:30 PM Location:...
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May 2, 2013 / News_Events

How to Avoid the 10 Most Common Estate Planning Mistakes

Personal Financial Specialist - Local Events (more…)
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May 1, 2013 / News_Events

MUSIC EDUCATORS WORKSHOP

Personal Financial Specialist - Local Events (more…)
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