Resources & Insights from the Verian Team.
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...
Estate Planning for Intellectual Property
Get Smart When Tackling Estate Planning for Intellectual Property April 2, 2020 Assets such as patents, copyrighed work and other...
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...
Tax Deadlines Move to July 15
Tax Deadline Moves to July 15 April 1, 2020 The April 15 federal income tax filing due date has been moved to July 15, the U.S. Treasury...
HSA Can Enhance Your Savings and Estate Plan
An HSA Can be a Healthy Supplement to Your Savings Regimen and Estate Plan March 25, 2020 Longer life expectancies and rising health...
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,...
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...
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...
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,...
Will Your Estate Plan Benefit from a Trust Protector
Will Your Estate Plan Benefit From a Trust Protector? April 2, 2020 You may have several different types of trusts in your estate...
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...
HSA Enhances Your Savings and Estate Plan
HSA Enhances Your Savings and Estate Plan March 25, 2020 Longer life expectancies and rising health care costs make saving for...
blended-family-estate-planning
2 Trust Types to Consider When Estate Planning for a Blended Family March 4, 2020 No one said estate planning is easy, and this is...
Tax Saving Opportunities
Four Tax Saving Opportunities March 4, 2020 Every year is an election year when it comes to making decisions on your annual income tax...
Take Steps to Curb Power of Attorney Abuse
Take Steps to Curb Power of Attorney Abuse February 18, 2020 A financial power of attorney can be a valuable planning tool. The most common...
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...
New W-4 Creates Questions for Human Resources
5 Common Questions About the New Form W-4 February 3, 2020 With the major Form W-4 overhaul for 2020, you may field questions from your...
Estate Planning Through the Years
Estate Planning Through the Years January 28, 2020 Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all...
Three Benefits of Qualified Opportunity Funds
Three Benefits of Qualified Opportunity Funds January 8, 2020 The Tax Cuts and Jobs Act created a new program to encourage investment in...
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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