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So far cassidy has created 16 blog entries.

Small Business Employee Theft: Tips for Detection and Prevention

Small businesses are at the highest risk for employee theft or embezzlement. According to the Association of Certified Fraud Examiners (ACFE) 2018 Report to the Nations, fraud occurs 42% more often compared to larger corporations. This is both frightening and disappointing, as many small businesses place their trust in employees in accounting or financial positions. [...]

By |2020-01-14T15:18:20+00:00February 15th, 2020|Employers, Theft, Trust Fund Recovery Penalty|0 Comments

SECURE Act & Impacts on Estate Planning

The SECURE Act, which was signed into law on December 20, 2019, will greatly affect estate planning for many of our clients. Before the SECURE Act, owners of tax-favored retirement plans (IRAs, 401ks, etc.) were able to leave their retirement assets to a designated beneficiary who could then keep the plan in its tax-deferred status [...]

By |2020-01-27T20:22:24+00:00January 27th, 2020|Estate Planning, IRA|0 Comments

Tax Consequences of Permanently Leaving the United States

Two of the leading presidential candidates have proposed a Wealth Tax which would be assessed annually based on the total value of a taxpayer’s worldwide personal assets. The details differ between the candidates but both plans carry a yearly levy of 1% - 8% on the asset value in excess of a particular dollar amount. [...]

By |2020-01-02T20:26:06+00:00January 15th, 2020|Expatriation, High Net Wealth|0 Comments

Savvy Giving: Tax Strategies for Charitable Contributions

The season of giving is upon us! Did you know that approximately 1/3 of all charitable giving occurs in December each year? As you are considering your year-end donations, we wanted to provide you with tax strategies to optimize your tax benefits. You may be uncertain if there are still tax advantages to charitable giving [...]

By |2019-10-22T14:52:10+00:00November 13th, 2019|Charitable Contributions, RMD, Tax Planning|0 Comments

Can I Protect My IRA Account After My Death?

You have worked hard your whole life to build up a substantial IRA nest egg and want to leave your heirs with a legacy. With a traditional “custodial” IRA, once you (the IRA owner) die, your beneficiaries are free to do whatever they want with your money. They can be responsible and withdraw only the [...]

By |2019-10-18T14:28:21+00:00October 18th, 2019|Estate Planning, IRA, Retirement|0 Comments

Understanding Obamacare & Premium Assistance

Have you recently looked into the cost of purchasing a health insurance policy? If you did, were you surprised by all the jargon you had to sift through as you examined your options? You probably asked yourself, “What’s the difference between an HMO and a PPO plan?”, “What’s considered a reasonable deductible?” and most importantly, [...]

By |2019-10-22T14:54:13+00:00July 26th, 2019|healthcare|Comments Off on Understanding Obamacare & Premium Assistance