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...

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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...

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Charitable Giving

Charitable Giving

  Charitable Giving During the COVID-19 Crisis April 30, 2020   The novel coronavirus (COVID-19) pandemic and the resulting economic...

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Review Your Estate Plan

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...

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Small Business Paid Leave

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...

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make-the most of retirement

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...

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IRS Data Theft Problem

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...

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Tap into Retirement Fund

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,...

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Tap into Retirement Fund

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...

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Tax Deadlines Move to July

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...

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payable-on-death accounts

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,...

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Should You Buy or Rent a Home

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...

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Document Downloads

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