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    • March 25, 2025
    • 5:08 pm
    Deduct a loss from making a personal loan to a relative or friend

    Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by making…

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    • March 20, 2025
    • 5:03 pm
    Incentive trusts: Use them to pass your wealth and values on to beneficiaries

    If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be right for your plan. Unlike…

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  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA