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If you or your Trust own or manage a business, you’ll be required to report information about the company's ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024, that report could be due in as little as 30 days. In this blog, I’ll share how to get a year-long reporting extension for your new business, but you’ll need to act before the end of the year.

Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after someone passes away? Or how long it can take to sell a house tied up in the court process? What about family members being denied their inheritance completely?

You may assume that in the event of your untimely passing, your children will automatically be cared for and inherit your assets. However, the reality can be far more complex and potentially unsettling.

In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you are the parent of teens, understanding cryptocurrency

As a small business owner, navigating the world of social media reviews can be daunting. A single negative review can feel like a personal attack and a potential threat to your brand's reputation. However, handling these reviews with grace and strategy as well as the support of a trusted advisor

There's an often-overlooked option that not only provides immediate satisfaction but ensures long-term benefits for both you and your loved ones. In this blog, we'll discuss why estate planning is the best use of your tax refund.

The path to entrepreneurial success is paved with challenges and triumphs, often born from humble beginnings. Today, I'll highlight a story of from B\basement beginnings to business brilliance. Audrey Finocchiaro and Sam Lancaster are the founders of The Nitro Bar, a cold brew coffee business in

June marked Men's Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. Let's turn the focus to you, gentlemen. You already know that taking care of your health allows yo

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: despite his reported net worth of $120 million, his bank account held (only) $1.5 million.

If you're a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. So let's celebrate all of you dads and explore some pit