As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

“What is a Donor Advised Fund?” – This is a question we often hear, so we thought it would be appropriate to share a brief…

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great…