Resources & Insights from the Verian Team.
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...
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...
Missing Tax Forms Is Not An Excuse
6 Ways to Cut Your Everyday Expenses December 20, 2019 Eliminate Late Fees. Most late fees are the result of being too busy, traveling...
3 Pitfalls to Avoid When Naming a Beneficiary
Estate Planning: Naming a Beneficary of a Life Insurance Policy December 19, 2019 Life insurance can be a powerful financial and estate...
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...
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...
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...
Cash Flow: A Central Part of Your Business Plan
Cash Flow: A Central Part of Your Business Plan December 4, 2019 When businesses fail, it’s usually because they run out of...
How to Choose a Guardian for Your Child
How to Choose a Guardian for Your Child November 27, 2019 If you have minor children, arguably the most important estate planning...
How a Broken Trust Can be Fixed
Don't Worry! A Broken Trust Can be Fixed November 21, 2019 There are good reasons why estate planning advisors recommend you revisit...
How Net Investment Income Tax Can Affect Your Estate Plan
The Net Investment Income Tax : How it Can Affect Your Estate Plan November 13, 2019 The Tax Cuts and Jobs Act (TCJA) reduced...
Year-end Tax Planning for Your Business’ Future
Expert Advice from Tax Partner, Karen Delle Site Year-end Tax Planning for Your Business' Future Now that the first year...
Tips to Improve Your Credit Score
Tips to Improve Your Credit Score November 25, 2019 Your credit score is more important than ever. Once viewed as a necessity when...
Cash in on 0% Capital Gains Tax Rate
Cash in on 0% Capital Gains Tax Rate November 29, 2019 While the maximum capital gain tax rate can be as high as 23.8 percent, most...
Major Employment Tax Deadlines
Major Employment Tax Deadlines November 19, 2019 Handling employment taxes can be complicated, especially when you’re required to file...
Tax Breaks for Adult Students
Tax Breaks for Adult Students October 14, 2019 Kids aren’t the only ones heading back to school this fall. Many adults are also taking...
Health Savings Accounts
Tax Planning Tools: Health Savings Accounts (HSA) October 10, 2019 If Benjamin Franklin were alive today, his famous quote “Nothing is...
Reduce the Temptation of Theft
Reduce the Temptation for Theft September 20, 2019 You may find that shrinkage — the variance between physical inventory counts and amounts...
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