Services
Medicare Open Enrollment
Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part…
The Equifax Data Breach – What to Do
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data— including names, addresses, birthdates, and…
What You Need to Know About Website Compliance and the ADA
Banks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this…
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in…
Pennsylvania, Please Forgive Me
From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…
Effectively Managing Fraud Risk Within Your Organization
Business owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face.…
Failure to Plan Has a Price
I never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…
National Financial Literacy Month Just Got More Exciting
Everyone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to…