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News & Resources

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The Importance of Earnestly Organizing Documents

The paper trail that follows us throughout our lives includes records that track births, deaths, marriages, divorces and adoptions — among other life changing events. Personal records also document purchases, investments,...
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Federal Tax News for Individuals

IRS Warns of CP53E Scams Confusion about IRS CP53E notices is growing — and scammers are taking advantage. CP53E is an official IRS notice related to tax refunds and bank...
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Why Every Taxpayer Should Create an IRS Online Account

In today's increasingly digital tax environment, one of the smartest steps taxpayers can take is establishing an IRS Online Account. Whether you are an individual taxpayer, business owner, partner in...
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Value Is in the Eyes of the Beholder

Appraisers are sometimes met with surprise when they deliver business valuation reports to clients. An attorney or business owner may have hired the expert to determine the fair market value...
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IRS Offers Warnings and Relief on Conservation Easements

Under a conservation easement, a property owner voluntarily agrees to relinquish certain development and use rights to a parcel of land or building to protect its conservation value. In addition...

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