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    • February 6, 2025
    • 4:54 pm
    Charitably Inclined? Pair A Donor-Advised Fund With Your Estate Plan

    Your estate plan is the perfect place to make charitable gifts if you’re a charitably inclined individual. One vehicle to consider using is a donor-advised fund (DAF). What’s the main…

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    • February 5, 2025
    • 6:17 pm
    Taming The Tax Tangle If You’re Retiring Soon

    Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…

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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