News & Insights
Market Report – January 2024
February 22nd, 2024
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Wealth Management
The new year kicked off with several unforeseen events spanning global logistics, sports, and financial markets which have captured public attention. Notably, the Detroit Lions’ unexpected journey to the NFC […]
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Maximizing Your Charitable Giving for Tax Benefits
November 28th, 2023
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By Jen Danko |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
By: Jen Danko We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]
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HSA Contribution Limits Set to Increase in 2024
November 22nd, 2023
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Accounting & Outsourced Solutions |
Wealth Management
The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The health savings account (HSA) contribution limits effective January 1, […]
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A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives
October 24th, 2023
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Accounting & Outsourced Solutions |
Estate Planning |
Financial & Retirement Planning |
Wealth Management
One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business owners and executives to know better. In point of fact, the […]
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Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities
September 26th, 2023
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By Jen Danko |
Financial & Retirement Planning |
Succession Planning |
Wealth Management
By: Jen Danko Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]