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    • April 16, 2025
    • 1:40 am
    What tax documents can you safely shred? And which ones should you keep?

    Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital folders. But before reaching for the…

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    • April 11, 2025
    • 2:15 pm
    Need to modify an existing irrevocable trust? Decant it

    “Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different — often more favorable — terms….

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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