Resources & Insights from the Verian Team.
Adjust to Pandemic Rule Rollbacks
Adjust to Pandemic Rule Rollbacks May 6, 2021 As things slowly turn back to normal, you need to be ready for the normalizing of the...
Should a Tax Apportionment Clause Be in Your Estate Plan?
Should a Tax Apportionment Clause Be in Your Estate Plan? May 6, 2021 Even though the federal gift and estate tax exemption is currently...
What a Large Refund Means
Yikes! You Have a Large Refund May 7, 2021 Let's face it, sometimes knowing you get a refund versus a tax bill is less stressful....
Spendthrift Trusts Aren’t Just for Spendthrifts
Spendthrift Trusts Aren't Just for Spendthrifts April 22, 2021 Now that the federal gift and estate tax exemption has reached an...
Income the IRS Can’t Touch
Income the IRS Can't Touch April 20, 2021 1. Tax-free Interest The federal government does not tax municipal bond interest....
Businesses Get More Time to Apply For PPP Loans
Businesses Get More Time to Apply For PPP Loans April 15, 2021 Here's what you need to know about the Paycheck Protection Program...
What Happens if Your Spouse Fails to Designate You as Beneficiary of His or Her IRA?
What Happens if Your Spouse Fails to Designate You as Beneficiary of His or her IRA? April 16, 2021 One advantage of inheriting an IRA...
Keep it all in the Family: Transferring Your Vacation Home
Keep it All in the Family: Transferring Your Vacation Home April 7, 2021 If your family owns a vacation home, you know what a relaxing...
Defending Fair Market Value
Defending Fair Market Value April 29, 2021 Fair market value (FMV) is the price that property would sell for on the open market. It is...
New Tax Breaks Benefit Millions
New Tax Breaks Benefit Millions April 6, 2021 Here are the major provisions of the bill that could mean more money in your pocket...
2020 Tax Date Delay AND Unemployment Income Now Tax Free
2020 Tax Date Delay and Unemployment Income Now Tax Free April 5, 2021 Individual tax filing due date: May 17, 2021 (was April 15,...
A Revocable Living Trust Works Only If You Properly Fund It
A Revocable Living Trust Works Only if You Properly Fund It April 5, 2021 A revocable living trust is often used to complement a will....
Six Tax Topics That Seem Innocent
Six Problematic Tax Topics March 29, 2021 Here are six tax topics that seem innocent but can cause problems if not handled correctly....
Do You Need to File a Gift Tax Return
Do You Need to File a Gift Tax Return? March 30, 2021 It’s tax-filing season and you’re likely focused on your income or business tax...
The New World of Bank Reconciliations
The New World of Bank Reconciliations March 18, 2021 In a nutshell, a bank reconciliation ensures your account is accurate. This is...
Dissecting the Contents of a Will
Dissecting the Contents of a Will March 22, 2021 Understanding the Basics Typically, a will begins with an introductory clause,...
Take Control of Your Charitable Donations Using Restrictions
Take Control of Your Charitable Donations Using Restrictions March 9, 2021 Did you know that you can put restrictions on charitable...
Creating an Education Legacy Using a Family Education Trust
Creating an Education Legacy Using a Family Education Trust March 18, 2021 For many people, an important goal of estate planning is to...
Understanding Tax Terms: AFRs
Understand Tax Terms: AFRs March 8, 2021 Your grandson needs a car, but cannot afford the payments. As a favor, you provide the...
IRS Identity Theft Program
IRS Identity Theft Program March 4, 2021 IP PIN Program Details The IRS's IP PIN program is an additional layer of security to ensure...
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