Jun 1, 2021
You gotta give estate planning a little respect for the sake of your heirs. When Aretha Franklin passed away in 2018, the singer’s legacy followed a path trod by all too many iconic musicians before her, including Prince and Tom Petty. That legacy includes courtrooms,...
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May 26, 2021
Wind down Wednesday with our CPA...
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May 6, 2021
CPAs Jane, Laura and Ingrid showing their team spirit in our cozy, new branded...
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May 1, 2021
A lifetime of events has happened since, but do you remember the GameStop stock trading fiasco mere weeks ago? The event held several financial lessons, but let’s focus on just one: Brokerage digital apps like Robinhood have famously made trading stock an...
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Apr 1, 2021
The IRS will never visit, call, email, or text with an unexpected and immediate demand for payment, especially with threats of deportation, license revocation, arrest, or Social Security Number (SSN) cancelation. These threats may seem like they’re coming directly...
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