Important Update: Upcoming Changes to Estate and Gift Tax

   INSIGHTS IMPORTANT UPDATE: Upcoming Changes to Estate & Gift Tax by Kevin DeYoung, CPA, AED, Chad VanDyken, CPA, CFP®, and Marv Tjoelker, CPA, CFP® ARTICLE | October 2, 2024 The following information provides an overview to changes in tax laws that could...

Renouncing Your U.S. Citizenship

   INSIGHTS Renouncing Your U.S. Citizenship by Kristi Taylor, CPA ARTICLE | September 19, 2024 The number of Americans who are voluntarily giving up their citizenship is at a record high and continues to increase each year. If you’ve decided to renounce your...

Personal Financial Planning Basics

   INSIGHTS Personal Financial Planning Basics by Chad Van Dyken, CPA, CFP™  ARTICLE | January 10, 2025 Creating and following your long-term financial roadmap can be daunting, even during stable times. In an economic environment that is constantly in flux, staying on...

Charitable Contributions: What is and Isn’t Deductible

   INSIGHTS Charitable Contributions: What Is and Isn’t Deductible by Teresa Durbin, CPA Many nonprofit organizations across the country rely on donations to support their operations. These funds not only support worthy causes in our community but may provide a tax...
Planning For Your Child’s College Education

Planning For Your Child’s College Education

   INSIGHTS Planning For Your Child’s College Education by Teresa Durbin, CPA ARTICLE | January 10, 2025 The question of how to pay for your child to go to college is oftentimes an overwhelming and intimidating one. But, it doesn’t have to be. By preparing...