Protecting Our Loved Ones as They Age

As our loved one’s age, they become more vulnerable to financial abuse and potential fraud.  One of the best ways to ensure their protection is to document their wishes in advance and have a plan in place that is known by both their family and their trusted advisors. We hope you find the checklist helpful … Continued

Protecting Our Loved Ones Checklist

We hope you find the checklist helpful as you plan and care for your loved ones. Protecting Our Loved Ones Checklist Documentation: Date of Birth Current address Medical Insurance information (provider, policy number, plan type) Medical (“Advance”) Directive Current will or trust documents Power of Attorney Location of all financial information Contact List (Names and … Continued

Annuity Option for Pension Plan Payouts

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Simplified Per-diem Increase for Business Travel

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

60-day Rollover Deadline

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Residence Interest Limits Separate for Unmarried Co-Owners

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Research Credit for Internal Use Software

The following is a summary of an important tax development that has occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize … Continued

Last Minute Plan to Reduce Estate Taxes

In April, my mom was diagnosed with Stage 4 cancer and told she might not be alive to celebrate the Christmas Holidays. My sister took over the medical advocacy role and I became the financial point person.  It gave us a place to focus our attention in this time of grief. I want to share … Continued

New beginnings for HKP partner Don Kurth

He is set to retire in October after 42 years with the firm. It’s been a while in coming, according to Don Kurth, owner and partner of HAGEN, KURTH, PERMAN & Co., P.S. (HKP), when talking about his upcoming retirement after 42 years with the firm. The path to becoming an accountant had a few … Continued

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