December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
February 27, 2019. By Courtney Summa: With tax season upon us and accountants quickly filling their schedules, we wanted to provide an update regarding the delivery of your tax documents and the recent request for trusted contact designations: Tax Document Delivery...
Original Post: August 23, 2016. By Lori Patterson: Lori originally posted this article in 2016 but yet again here we find ourselves in the tail-end of summer 2018 in need of a good reminder about Required Minimum Distributions. Read more for what you need to know...
December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
September 28, 2016. By Matt Okaty: Most people know at least one person that has gone through a divorce and so have probably heard that few things go as planned. We hear this often in speaking with clients and trusted business professionals. Regardless of all the...
