Many companies have adopted records retention policies to set forth a routine document destruction process with specified dates upon which…
An Overview on New Virginia Laws That Impacts Employers
Businesses periodically clean house and destroy documents, delete e-mail, and clear hard drives. But you may ask, “When is it…
When was the last time your reviewed your will, Trust, Power of Attorney and Advanced Medical Directive? Last year? Five…
The best estate plans includes the adoption of a robust Advanced Medical Directive (AMD). AMDs are legally binding documents that…
The IRS has warned taxpayers and financial professionals about a new IRS email impersonation scam campaign which is spreading nationally.…
Late last month, a Montana Federal District Court knocked down recently enacted IRS rules that had allowed 501(c)(4) organizations to…
Upcoming IRS Form 990 Changes for Tax Exempt Entities Currently, certain tax-exempt organizations are required to e-file Forms 990-PF…
Home Practice Areas Estate Planning and Trust Administration Asset Protection Asset Protection The Role of Trusts in Estate…
Hi - Chris Craig, here. As you know, I like to keep friends and colleagues abreast of the latest…