Resources & Insights from the Verian Team.
Estate planning pitfalls exist if a significant portion of your wealth is concentrated in a single stock
Estate Planning Pitfalls Exist if a Significant Portion of Your Wealth is Concentrated in a Single Stock October 13, 2021 Estate planning and...
What are your options to pay for long-term care?
What Are Your Options to Pay for Long-Term Care? October 4, 2021 Too often, people planning their estates focus on tax and asset-protection...
Tips For Dealing With Common Accounts Payable Problems
Tips for Dealing with Common Accounts Payable Problems October 6, 2021 The accounts payable process is typically very labor-intensive...
Is Your Power of Attorney for Property Powerful Enough?
Is Your Power of Attorney for Property Powerful Enough? September 24, 2021 Your estate plan may include a power of attorney for property that...
3 essential estate planning strategies not to be ignored
Three Essential Estate Planning Strategies Not to Be Ignored September 17, 2021 With most tax planning, there are certain strategies that are...
Estate planning in a socially distanced environment
Estate Planning in a Socially Distanced Environment September 13, 2021 As many states continue to struggle with the current surge in COVID-19...
Choose your own investments with a self-directed IRA
Choose Tour Own Investments With a Self-Directed IRA September 7, 2021 If you’re the type who would rather order ala carte rather than a set...
Tax Planning with Mutual Funds
Tax Planning with Mutual Funds September 8, 2021 Mutual funds benefit from the long-standing belief that they allow investors to...
Time to Schedule Your Tax Planning Session
It's Time to Schedule Your Tax Planning Session September 29, 2021 Now is the time to schedule a tax planning appointment. If you are...
The Tax Impact as Your Children Grow Up
The Tax Impact As Your Children Grow Up September 21, 2021 A Higher Tax Bill in Your Future At Age 6: Loss of Excess Child Tax...
The Marriage Penalty
The Marriage Penalty September 13, 2021 There are a lot of positive things about getting married, but the IRS' marriage penalty isn't...
Give Your Business an End-of-Summer Check-up
Give Your Business an End-of-Summer Check-up September 7, 2021 As summer winds down, your business’s financial statements may be due...
The Household Employee Problem
The Household Employee Problem August 31, 2021 Nanny Tax Explained In an effort to capture income from household employees, the tax...
Is Recording My Will Signing On Video a Good Idea?
Is Recording My Will Signing on Video a Good Idea? August 24, 2021 Some people make video recordings of their will signings in an effort to...
Borrowing Money From Your 401(k)
Borrowing Money From Your 401(k) Good idea? ...not so much August 23, 2021 For years you have put away money from your pay into your...
Are You Withholding Enough for Your Taxes
Time for a Checkup: Are You Withholding Enough for Your Taxes? August 18, 2021 As we are now half way through the year, it's a good...
Family Bank Professionalizes Intrafamily Lending
A Family Bank Professionalizes Intrafamily Lending August 18, 2021 Because of the COVID-19 pandemic and the resulting economic turndown in...
Understanding Tax Terms: Installment Sales
Understanding Tax Terms: Installment Sales August 12, 2021 Installment Sale Defined Generally, you create an installment sale when you...
Can a Broken Trust Be Fixed
Can a Broken Trust Be Fixed? August 10, 2021 An irrevocable trust has long been a key component of many estate plans. But what if it no...
Get Your Child Tax Credit Payments Now
Get Your Child Tax Credit Payments Now August 10, 2021 For the 2021 tax year, an expanded child tax credit reduces your tax bill by...
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