Do you have a household employee? You should know these requirements and misconceptions to avoid the IRS knocking on your door.
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Have You Taken Care Of Your Fall Financial Checklist, Yet?
Winter is around the corner, and now is a great time to begin your fall financial checklist. Don’t forget to review these yearly items.
Legacy Press: Fall 2016
This quarter’s Legacy Press summer newsletter provides insight to succession planning, philanthropic planning & becoming a non-profit board member.
7 Tips To Avoid Identity Theft
Unfortunately identity theft is common. Here are 7 tips to help you avoid identity theft.
How Financial Planning Is Event Driven
Financial planning is often event driven. Most often there is an event – a catalyst – which evokes one’s desire to engage in financial planning.