Resources & Insights from the Verian Team.
Turning Your Hobby Into a Business
Turning Your Hobby Into a Business July 26, 2021 You’ve loved dogs all your life so you decide to start a dog training business....
Small Business IRS Audit Mistakes
Small Business IRS Audit Mistakes July 22, 2021 In late 2020, the IRS announced that it will increase tax audits of small businesses...
A Fresh Look at CRTs, CRATs, and CRUTs
A Fresh Look at CRTS, CRATs and CRUTS July 23, 2021 A charitable remainder trust (CRT) allows you to support a favorite charity while...
Good Debt Vs Bad Debt
Good Debt Vs. Bad Debt July 14, 2021 Good Debt Adds Value Good debt often leads to financial growth, because the product or service...
Does your estate plan address your grandchildren in a fair manner?
Does your estate plan address your grandchildren in a fair manner? July 12, 2021 Many people, when planning their estates, simply divide...
Make Health Care Decisions While You’re Healthy
Make Health Care Decisions While You're Healthy July 12, 2021 Estate planning isn’t just about what happens to your assets after you die....
Ideas to Lower Your 2021 Tax Bill
Five Ideas to Lower Your 2021 Tax Bill July 12, 2021 Now is the time to begin tax planning for your 2021 return. Here are some ideas:...
Estate Planning in the FAST Lane
Estate Planning in the FAST Lane: Family Advancement Sustainability Trust June 29, 2021 Traditionally, estate planning has focused on more...
Five Planning Tips When Caring for Your Parents and Children
Five Planning Tips When Caring for Your Parents and Children June 25, 2021 The “sandwich generation” is a large segment of the population....
Forced to Withdraw from Retirement Accounts
Forced to Withdraw from Retirement Accounts? What You Need to Know. June 28, 2021 We're always being reminded to save for retirement...
Know Your Net Worth
Know Your Net Worth June 23, 2021 Knowing your net worth and understanding how it is changing over time is one of the most important...
Hire Your Kids for Tax Savings
Hire Your Kids for Tax Savings June 8, 2021 Summer’s here and most children will be on their long-awaited summer vacation. If you own...
How to Roll with a Continuous 12-Month Forecast
How to Roll with a Continuous 12-Month Forecast June 7, 2021 What is a Rolling Forecast? Rolling forecasts let you continuously plan...
Protect Your Assets With a “Hybrid” DAPT
Protect Your Assets With a “Hybrid” DAPT June 10, 2021 One benefit of the current federal gift and estate tax exemption amount ($11.7...
Are You Holding a Joint Title to Property with a Family Member or Friend?
Are You Holding a Joint Title to Property with a Family Member or Friend? June 7, 2021 Owning assets jointly with one or more of your...
Beware of Reciprocal Trust Doctrine
Beware of the "Reciprocal Trust" Doctrine May 27, 2021 If you and your spouse have similar irrevocable trusts that benefit each other, it’s...
Choosing a Guardian for Your Children
Choosing a Guardian for Your Children May 17, 2021 If you have minor children, choosing a guardian to care for them should you die...
Urbielewicz Murphree CPAs Welcomes Newest Administrative Assistant – Michelle Williams
Urbielewicz Murphree CPAs PCWelcomes Newest ElderCare Admin May 13, 2021 Michelle is originally from Southern California and has called New Mexico...
Navigating the New 2021 Child Tax Credit
Navigating the New 2021 Child Tax Credit May 13, 2021 The whirlwind of tax changes just keeps going. Now if you have children 17 or...
4 Reasons to Revisit Your Powers of Attorney
Four Reasons to Revisit Your Powers of Attorney May 13, 2021 Although much of estate planning deals with what happens after you die, it’s...
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