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2023 Year-End Tax Planning Letters

2023 Year-End Tax Planning Letters

Year-end tax planning is seldom a simple proposition. With this in mind, we have prepared a comprehensive 2023 Year-End Tax Planning Letter. For your convenience, the guides for businesses and individuals are linked below: Business Tax Planning...

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Work and Social Security Benefits

Work and Social Security Benefits

You can work and still receive Social Security benefits, but how much you receive depends on a number of factors.  First, if you do plan to continue working after becoming eligible to receive benefits, you might consider delaying filing for...

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Widow/er Social Security Benefits

Widow/er Social Security Benefits

A widow or widower is eligible for a survivors benefit from Social Security even if they never worked – as long as the deceased spouse qualified for benefits based on his or her own income record. Also note that surviving spouses must have been...

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Different Ways to Value a Business

When it comes to valuing a business, there are many ways to examine a company’s profitability. Looking at a business’ liquidation value and its breakup value are two of many approaches to see how a company is functioning and how it might...

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