Financial Planning
RMD Relief and Guidance for 2023
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.…
Read MoreMarie 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 MoreFinancial 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…
Read MoreSold 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…
Read MoreTake 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…
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 More5 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…
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