Marie Holliday Elected Chair of Delaware State Chamber of Commerce Board of Directors
It is with great pride and excitement that we share Marie Holliday, CPA, MBA, our managing director, has been elected as chair of the Delaware State Chamber of Commerce (DSCC)’s Board of Directors—assuming the role…
Estate Taxes vs. Inheritance Taxes: Understanding the Differences
Estate and inheritance (“death”) taxes are levied on the transfer of property at death. The difference between an estate tax and an inheritance tax is based on who pays the bill. An estate tax is…
Conversations with Kelly Podcast
The Delaware State Chamber of Commerce regularly delves into important topics within the business community on their podcast show Conversations with Kelly, hosted by State Chamber vice president of strategic communications, Kelly Basile. Recently on…
Financial Tasks to Tackle in the Month of May
Now that spring is here, it might be a great time to give your finances a fresh look. Here are a few key items to put on your May to-do list. Say Bye-Bye to PMI…
7 Steps to Start a Business
The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin? Here are seven…
Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know
The U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6 percent in November – the biggest…
Take Action Now to Reduce Your 2023 Tax Liability
The end of the year is a popular time to read articles on how you can reduce your tax bill. Here are a few changes you can make now, at the beginning of the year,…
Tax Implications of Charitable Planning/Giving Strategies – Update for 2022/2023
By: Marie Holliday, CPA, MBA, Managing Director In late 2021, I presented “Tax Implications of Charitable Planning/Giving Strategies” to a DTCC virtual audience. The program gave an overview of changes for the 2021 and 2022…
5 Financial Resolutions You Can Live With
As it is the final day of January, chances are any New Year’s resolutions made 31 days ago have long been forgotten. For the most part, New Year’s resolutions are hard to keep because many…
New Rules and Ways to Use HSAs/FSAs
People who own a high-deductible health insurance plan may have the ability to open a health savings account (HSA). They can contribute pre-tax income to an HSA and invest the money for tax-free growth in…