Resources & Insights from the Verian Team.
Gone Phishing
Gone Phishing? January 22, 2021 Phishing Requires Bait Phishing is the act of creating a fake e-mail or website that looks like the...
Your Home. A Bundle of Tax Benefits.
Your Home, A Bundle of Tax Benefits January 19, 2021 Common Deductions 1. Interest Deductibility Mortgage interest is one of the few...
2021 Retirement Plan Limits
2021 Retirement Plan Limits January 14, 2021 As part of your 2021 tax planning, now is the time to review funding your retirement...
More Stimulus Payments on the Way
More Stimulus Payments on the Way January 11, 2021 Direct Stimulus Payments to You The legislation includes a $600 payment per...
Does your estate plan clearly communicate your wishes?
Does Your Estate Plan Clearly Communicate Your Wishes? January 13, 2021 Precise language is critical in wills, trusts and other estate...
PPP Loan Expenses Are Now Tax Deductible
PPP Loan Expenses Are Now Tax Deductible January 6, 2021 The PPP program was created by the CARES Act in March 2020 to help businesses...
Make Your Legacy Last By Educating Your Children About Wealth Management
Make Your Legacy Last By Educating Your Children About Wealth Management January 6, 2021 If you’ve worked to build a large estate, you...
Build an On-Off Mechanism Into Your Estate Plan
Build an On-Off Mechanism Into Your Estate Plan December 28, 2020 When planning your estate, it’s critical to balance estate tax...
ABLE Accounts and SNTs
ABLE Accounts and SNTs Two Options for Families with Disabled Love Ones December 22, 2020 If you have a family member who’s disabled,...
Lower Your Taxes This Year
Lower Your Taxes This Year December 10, 2020 While 2020 winds down, there is still time to reduce your tax burden. Here are six ideas...
Avoid These Four Estate Planning Tansgressions
Avoid These Four Estate Planning Transgressions December 9, 2020 1. You Don’t Update Beneficiary Forms Your will spells out who gets...
Age Does Matter When it Comes to Tax Obligations
Age Does Matter When it Comes to Tax Obligations December 18, 2020 One of the elements that make our Federal Tax Code so hard to...
Using Depreciation to Control a Loan Forgiveness Tax Surprise
Using Depreciation to Control a Loan Forgiveness Tax Surprise December 15, 2020 Many businesses struggling during the pandemic took...
Home Office Deduction
Turn Your Home Office Into a Tax Deduction December 1, 2020 If you are working from home for the first time in 2020, you may be...
Only specific trusts are eligible to hold S corporation stock
Eligible Trusts to Hold S Corporation Stock December 1, 2020 S corporations must comply with several strict requirements or risk...
Naming the Right Executor
Naming the Right Executor November 25, 2020 The executor’s role is critical to the administration of your estate and the achievement...
Estate Planning and Your Art Collection
Estate Planning and Your Art Collection November 19, 2020 If you’re an art collector, it’s critical for your estate plan to address...
The Lost Art of Tracking Home Improvements
The Lost Art of Tracking Home Improvements November 24, 2020 One of the more popular provisions in the tax code is the $250,000...
Tax Savings for Non-Itemizers
Tax Savings for Non-Itemizers November 18, 2020 Standard or Itemize? Every taxpayer can take the Standard Deduction to reduce their...
Should You Amend Your Tax Return?
Should You Amend Your Tax Return if You Find an Error? November 10, 2020 There's usually an element of relief after your annual tax...
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