Resources & Insights from the Verian Team.
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...
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...
When’s the Right Time to Transfer Your Wealth?
When's the Right Time to Transfer Your Wealth March 1, 2021 To gift or not to gift? It’s a deceptively complex question. The temporary...
Your Common Tax Questions Answered
Your Common Tax Questions Answered March 1, 2021 With the April 15 tax filing deadline right around the corner, here are answers to...
Not Disclosing All Of Your Assets Helps No One
Not Disclosing All of Your Assets Helps No One February 26, 2021 People sometimes keep assets hidden without letting their families...
Contractor Or Employee?
Differentiating Contractor from Employee February 25, 2021 The Basics As a Contractor If you are the worker and you are not considered...
Consider Your Options When Addressing Life Insurance in Your Estate Plan
Consider Your Options When Addressing Life Insurance in Your Estate Plan February 16, 2021 Who Should Own the Policy? If you...
New 1099 NEC FOrm
Alert: Look for New 1099 NEC February 10, 2021 The Form 1099 The Form 1099 is an informational tax form that captures economic...
Organized Business Records Save Time and Money
Organized Business Records Save Time and Money February 19, 2021 Here are some suggestions to help you master the art of documenting...
Four Ways to Make Sure Your Tax Return Doesn’t Get Stuck
Four Ways to Make Sure Your Tax Return Doesn't Get Stuck February 4, 2021 Here are four ways to make sure the preparation of your tax...
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