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Year: 2018

Preparing for 2019

Posted in Firm News on September 19, 2018

September is coming to a close and with many changes in the Tax code, now is the time to prepare for the next year.  It’s time to budget, to do so review all the changes that have occurred plus take into account the possible inflation that may occur.  Yes, employment is up which creates the ever… (Keep reading)

529 Plans

Posted in Firm News on August 14, 2018

If you have college-bound children or grandchildren then you may be interested in establishing a qualified tuition plan for them.  These plans are known as 529 plans, so named after the IRS code section establishing the plans.  You can contribute to a qualified prepared tuition plan or a savings account established for a specific beneficiary… (Keep reading)


Posted in Firm News on August 9, 2018

A Paralegals day!

Posted in Firm News on August 7, 2018

What’s a day in the life of a Paralegal? BUSY! An integral role in the “day in the life of a law office” for certain, but generally not the glamorous life of Erin Brockovich! A paralegal performs many tasks essential to the day-to-day routines and procedures in support of the practice of law by attorneys. … (Keep reading)

Social Security benefits

Posted in Firm News on July 31, 2018

Often Social Security benefits are a mystery especially when a spouse passes.  The surviving spouse is entitled to a benefit equal to 100% of the deceased benefits as long as the survivor wants until their full retirement age.  At 60 you could collect a survivor benefit but the benefit will be reduced.  What that means is do… (Keep reading)

New Medicare Cards

Posted in Firm News on July 25, 2018

Medicare has begun to mail new ID cards to its millions of members.  The replacement cards will have a new assigned ID number.  These cards don’t have your social security number.  The process of mailing new cards will take about a year. It is important to note that scammers have found another new way to steal… (Keep reading)

New Tax Rate “C” Corporations

Posted in Firm News on July 20, 2018

Clients have asked and maybe hoped that under the new tax law “C” corporations no longer have what is considered a double taxation problem. The new tax rate for “C” corporations is a flat rate of 21%.  Before the new tax laws “C” corporations were taxed at a graduated rate ranging from 15% to 35%. … (Keep reading)


Posted in Firm News on July 3, 2018