Resources & Insights from the Verian Team.

Inheriting Property

Inheriting Property

Inheriting Property? Be Aware of the Basis Consistency Rules  February 4, 2020 If you’re in line to inherit property from a parent or other...

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The SECURE Act 2020

The SECURE Act 2020

How the SECURE Act May Affect How You Plan for Retirement   January 8, 2020     Here is a look at some of the more important...

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Charity Scam Red Flags

Charity Scam Red Flags

3 Major Charity Scam Red Flags   December 16, 2019   You’ve probably already received several letters and phone calls from charities...

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Reduce Your Taxable Estate

Reduce Your Taxable Estate

Estate Planning: Reduce Your Taxable Estate December 12, 2019 With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58...

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Big Changes for Form W-4

Big Changes for Form W-4

Big Changes for Form W-4   December 10, 2019   Just when you thought you had a firm grasp on all the tax changes, the IRS is making a...

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Health Savings Accounts

Health Savings Accounts

Tax Planning Tools: Health Savings Accounts (HSA)   October 10, 2019   If Benjamin Franklin were alive today, his famous quote “Nothing is...

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Document Downloads

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