Espresso Shots – Filing Jointly While Separated & Tax Liabilities with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
When partners decide to file their taxes jointly amidst or post-divorce, it can present a myriad of tricky scenarios. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled […]
Estate Planning: Beyond the Basics [Watch Now]
While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During […]
Espresso Shots – Tax Filing Status & Custody Agreements with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
The hurdles of tax time during a divorce are heightened when dependants and custody agreements become part of the mix. We sat down with Erin Kidd, Accredited Financial Counselor & […]
Espresso Shots – Trusts with Josh Headley, Estate Planning Attorney
Have you heard about revocable trusts? We spoke with Josh Headley, Estate Planning Attorney at Buchanan, Ingersoll & Rooney, about the benefits of a revocable trust to estate planning including
Espresso Shots – Tax Filing Status During & Post-Divorce with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
Tax time is quickly approaching and if you’re going through a divorce, or you’re recently divorced, the tax process can present some confusing hurdles. We sat down with Erin […]
Estate Advice Northern Virginia | 2021 Outlook for Gift and Estate Taxes
Recently, the IRS announced that the official estate and gift tax limits for 2021 would be raised. For 2021 the estate and gift tax exemption are $11.7 million per individual, […]
Inheritance Planner Northern Virginia | Considerations When Naming Beneficiaries
Most people believe that a last will and testament is all they need for estate planning. However, a complete estate plan should also include planning for incapacity with financial power […]
Choosing a Trustee | Estate Planner Northern Virginia
A Trust can help you manage your taxes and protect your assets more efficiently. With a trust structure, the trust owns your assets, and you can then distribute the benefit […]
It’s Raining Lawsuits…Do I Need a Personal Umbrella Policy? [Watch Now]
Is it worth having an umbrella policy? If you have significant assets, it could be worth the research. Your liability insurance within your auto and homeowners insurance policies might […]
What to Do With Your Payroll Tax Deferral
In an effort to provide financial relief during the coronavirus pandemic, an executive action was signed to allow employers to defer payment of employee-side Social Security payroll taxes through the […]