Skip to content
Cover & Rossiter
  • About Us
    • Who We Are
    • Leadership Team
    • C&R in the News
    • Careers
  • Services
    • Tax Compliance & Planning
    • Auditing and Assurance Services
    • Client Accounting Services
    • Growth Management Consulting
    • Other Services
  • Industries
    • Legal Professionals
    • Medical and Dental Practices
    • Nonprofit Organizations and Foundations
    • Real Estate
  • Client Support
    • Blog
    • C&R Insights Newsletters
    • Client Forms/Information
    • Privacy Policy
    • Secure File Sharing
    • SafeSend Returns
    • TaxCaddy
  • Resources
    • Great Advice Corner
    • Industry Wire
    • Tax Tools
      • See Our Tax Tools
      • Calculators
      • Tax Calendar
      • Tax Links
      • Record Retention
      • Track Your Refund
    • COVID-19 Resources
  • Contact Us
  • Great Advice
  • Careers
  • Pay Bill Online
Cover & Rossiter
Celebrating 80 Years

Great Advice Corner

Careers Pay Bill Online

(302) 656-6632
FacebookTwitterLinkedin
  • About Us
    • Who We Are
    • Leadership Team
    • C&R in the News
    • Careers
  • Services
    • Tax Compliance & Planning
    • Auditing and Assurance Services
    • Client Accounting Services
    • Growth Management Consulting
    • Other Services
  • Industries
    • Legal Professionals
    • Medical and Dental Practices
    • Nonprofit Organizations and Foundations
    • Real Estate
  • Client Support
    • Blog
    • C&R Insights Newsletters
    • Client Forms/Information
    • Privacy Policy
    • Secure File Sharing
    • SafeSend Returns
    • TaxCaddy
  • Resources
    • Great Advice Corner
    • Industry Wire
    • Tax Tools
      • See Our Tax Tools
      • Calculators
      • Tax Calendar
      • Tax Links
      • Record Retention
      • Track Your Refund
    • COVID-19 Resources
  • Contact Us
  • Great Advice
  • Careers
  • Pay Bill Online

Estate Planning

Estate Planning

Marie Holliday Elected Chair of Delaware State Chamber of Commerce Board of Directors

August 31, 2023

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 More

Estate Taxes vs. Inheritance Taxes: Understanding the Differences

June 7, 2023

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 More

Tax Implications of Charitable Planning/Giving Strategies – Update for 2022/2023

February 17, 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 More

Strategies to help you save time, money and aggravation at tax time. [Updated Dec 2022]

December 15, 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 More

Save Time, Money and Aggravation at Tax Time

December 14, 2021

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 More

Tax Implications of Charitable Planning/Giving Strategies

November 11, 2021

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 More

Tax Provisions of the American Rescue Plan Act (ARPA)

March 18, 2021

(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 More

Deciding if a Roth IRA Conversion is For You

February 15, 2021

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 More

Roth Conversion – Should You or Shouldn’t You?

December 2, 2020

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 More

Rollover Relief for Required Minimum Distribution

August 20, 2020

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…

Read More
Older Posts »
  • About Us
    • Who We Are
    • Leadership Team
    • C&R in the News
    • Careers
  • Services
    • Tax Compliance & Planning
    • Auditing and Assurance Services
    • Client Accounting Services
    • Growth Management Consulting
    • Other Services
  • Industries
    • Legal Professionals
    • Medical and Dental Practices
    • Nonprofit Organizations and Foundations
    • Real Estate
  • Client Support
    • Blog
    • C&R Insights Newsletters
    • Client Forms/Information
    • Privacy Policy
    • Secure File Sharing
    • SafeSend Returns
    • TaxCaddy
  • Resources
    • Great Advice Corner
    • Industry Wire
    • Tax Tools
      • See Our Tax Tools
      • Calculators
      • Tax Calendar
      • Tax Links
      • Record Retention
      • Track Your Refund
    • COVID-19 Resources
  • Contact Us
  • Great Advice
  • Careers
  • Pay Bill Online

Archives

  • August 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • August 2022
  • June 2022
  • March 2022
  • February 2022
  • December 2021
  • November 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • April 2020
  • March 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • July 2018
  • June 2018
  • May 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • February 2014
  • January 2014
  • November 2013
  • October 2013
  • September 2013
  • July 2013
  • June 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • September 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • October 2011
  • September 2011
  • July 2011
  • March 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • September 2009
  • August 2009
  • July 2009

Categories

  • Archive
  • Business
  • C&R in the News
  • COVID-19
  • Current Job Openings
  • Current News
  • Estate Planning
  • Financial Planning
  • Financial Tips
  • Firm Announcements
  • Great Advice Corner
  • Great Advice Vlog
  • Newsletters
  • Nonprofit
  • Tax
  • Tax Planning
  • Uncategorized

Sign Up For Our Newsletter

Stay up to date with the latest industry insights
Sign Up
celebrating-80-years
icon-1
icon-2
icon-3
icon-4
icon-5
Superstars-2018-Winner-Logo-e1537985836626
CR_Logo_Stacked_Color

Recent News

Marie Holliday Elected Chair of Delaware State Chamber of Commerce Board of Directors

August 31, 2023

Estate Taxes vs. Inheritance Taxes: Understanding the Differences

June 7, 2023
DSC03303_Web

Contact Us

Phone: 302-656-6632
Email: CoverRossiter@CoverRossiter.com

Little Falls Centre One
2711 Centerville Road, Suite 100
Wilmington, DE 19808

©2023 Cover & Rossiter. All Rights Reserved.

FacebookTwitterLinkedin