Resources & Insights from the Verian Team.
Online Will Planning
Drafting Your Will Using Online Tools Can Lead to Unwanted Outcomes May 21, 2020 The novel coronavirus (COVID-19) pandemic has...
Key 2020 Coronavirus Tax Changes
Key 2020 Coronavirus Tax Changes May 1, 2020 Early Distribution Penalty Waived The 10% early distribution penalty on up to $100,000...
New Rules for Your Estate Plan
Rules Changed for Your IRAs, RMDs and Estate Plan May 1, 2020 Many people’s estates typically include IRAs. Be aware that two major...
Video COVID-19 Tax Update
Video: COVID-19 Tax Update April 17, 2020 Tax Deadlines Move to July 15 Applies to individuals, trusts and estates, businesses, and the self...
Charitable Giving
Charitable Giving During the COVID-19 Crisis April 30, 2020 The novel coronavirus (COVID-19) pandemic and the resulting economic...
Review Your Estate Plan
Events that Might Lead You to Revise Your Estate Plan April 23, 2020 Generally, it’s recommended that you review your estate plan at...
Gift Tax Filing and Payment Deadline Extended
Deadlines for Gift Tax Filing and Payment Deadlines Extended to July 15 March 25, 2020 You may have heard that the federal income tax...
Small Business Paid Leave
New Law Requires Small Businesses to Provide Paid Leave April 16, 2020 The Families First Coronavirus Response Act is a new law passed in...
make-the most of retirement
The Benefits of the New Retirement Laws March 31, 2020 Benefits from New Retirement Rules 1. You now have until age 72 before you MUST take...
Estate Planning for Intellectual Property
Get Smart When Tackling Estate Planning for Intellectual Property April 2, 2020 Assets such as patents, copyrighed work and other...
IRS Data Theft Problem
The IRS Data Theft Problem March 11, 2020 The IRS has 52 Internet applications to help U.S. citizens comply with their tax obligations. But...
Tax Deadlines Move to July 15
Tax Deadline Moves to July 15 April 1, 2020 The April 15 federal income tax filing due date has been moved to July 15, the U.S. Treasury...
HSA Can Enhance Your Savings and Estate Plan
An HSA Can be a Healthy Supplement to Your Savings Regimen and Estate Plan March 25, 2020 Longer life expectancies and rising health...
Tap into Retirement Fund
Should I tap into My Retirement Fund? March 23, 2020 Often if you are in dire need for money the most tempting area to look is your IRA,...
Tap into Retirement Fund
Do I Really Need that Form 1095 This Year? March 27, 2020 Tax Form 1095 has been nothing but a headache since its introduction. This...
Tax Deadlines Move to July
Tax Relieft for COVID-19: Extension of Time to File New Mexico Taxes March 20, 2020 Due to the COVID-19 pandemic and statewide public health...
payable-on-death accounts
Coordinating Your Payable-on-death Accounts with Your Estate Plan March 19, 2020 Payable-on-death (POD) accounts provide a quick,...
Will Your Estate Plan Benefit from a Trust Protector
Will Your Estate Plan Benefit From a Trust Protector? April 2, 2020 You may have several different types of trusts in your estate...
Should You Buy or Rent a Home
Financial Pros and Cons of Renting vs. Buying a Home March 17, 2020 According to U.S. Census figures, about two-thirds of American families...
HSA Enhances Your Savings and Estate Plan
HSA Enhances Your Savings and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for...
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