Estate Planning
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…
Read MoreEstate 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…
Read MoreTax 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…
Read MoreStrategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]
By: Jennifer Pacilli, CPA, Director **Note: We’ve updated all financial references to tax years 2022 and 2023. The role of a certified public accountant has changed quite a bit from…
Read MoreSave Time, Money and Aggravation at Tax Time
By: Jennifer Pacilli, CPA, Director The role of a certified public accountant has changed quite a bit from when I first entered the profession. Today’s CPAs are advisors who assist…
Read MoreTax Implications of Charitable Planning/Giving Strategies
By: Marie Holliday, CPA, MBA, Managing Director On October 28, 2021, Managing Director Marie Holliday, presented a webinar on Tax Implications of Charitable Planning / Giving Strategies for Delaware Technical…
Read MoreTax Provisions of the American Rescue Plan Act (ARPA)
(March 18, 2021) The American Rescue Plan Act of 2021 (ARPA), which Congress passed and President Biden signed into law on Thursday, March 11, grants relief to taxpayers and extends…
Read MoreDeciding if a Roth IRA Conversion is For You
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as well. Another…
Read MoreRoth Conversion – Should You or Shouldn’t You?
Factors to Consider if Converting from a Traditional IRA to a Roth By: Kimberly Zarett, CPA, MS, Principal 2020 has certainly been a year unlike any other. In terms of…
Read MoreRollover Relief for Required Minimum Distribution
Time running out to reverse 2020 RMD and save on taxes The Coronavirus pandemic resulted in a change in the Required Minimum Distribution (RMD) for 2020. The CARES Act, the coronavirus relief…
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