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4 Estate Planning Documents Your College-aged Child Should have
June 21, 2022
If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.
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Estate Planning and Business Succession Planning: The Lines Blur with a Family Business
June 16, 2022
Transferring a family business to the next generation requires a delicate balancing act.
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Social Security Benefits: Do You Have to Pay Tax on Them?
June 14, 2022
Some people are under the misconception that Social Security benefits are always free from federal income tax. So they may be surprised to learn that benefits may be taxed in retirement. Here are the rules.
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IRS Increases Mileage Rate for Remainder of 2022
June 10, 2022
The Internal Revenue Service today announced an increase in the optional standard mileage rate for the final 6 months of 2022, up to 62.5 cents. Click to read the full details on the IRS website.
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Contingent Liabilities: To Report or Not to Report?
June 9, 2022
Is your company being transparent about contingent liabilities? In today’s uncertain conditions, reporting contingencies can be challenging. Here’s a refresher on the accounting rules for disclosing and estimating expected losses.
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Calculating Corporate Estimated Tax
June 3, 2022
An important deadline is coming up for quarterly federal estimated tax payments. Here are four methods for corporations to compute them.
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CLTs: A Charitable Trust That Takes the Lead
June 2, 2022
A charitable lead trust provides a regular income stream to one or more charities during the trust term, after which the remaining assets pass to your heirs or other noncharitable beneficiaries.
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Partners May Have To Report More Income On Tax Returns Than They Receive In Cash
May 31, 2022
Are you a partner in a business? You may have come across a situation that’s puzzling. In a given year, you may be taxed on more partnership income than was distributed to you from the partnership in which you’re a partner.
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Illinois Department of Revenue Issues Sales Tax Holiday
May 26, 2022
The Illinois Department of Revenue recently announced a Sales Tax Holiday for qualifying items from August 5, 2022 until August 14, 2022.  Public Act (P.A.) 102-0700 creates a state sales tax holiday on qualifying items effective August 5, 2022, through August 14, 2022.
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Illinois Department of Revenue Suspends Grocery Tax
May 25, 2022
The Illinois Department of Revenue recently announced the suspension of 1% of Grocery Tax. Public Act (P.A.) 102-0700 suspends the state 1 percent (1%) low rate of sales and use tax on retail sales of groceries normally taxed at this rate from July 1, 2022, through June 30, 2023.
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Client Spotlight: Susan Tipton, Owner/Winemaker of Acquiesce Winery
May 24, 2022
We would like to congratulate Susan Tipton the owner and winemaker at Acquiesce Winery on her prestigious award. Last week, she received the 2022 Best Woman Winemaker award at the prestigious International Women's Wine Competition!
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How Inflation Could Affect Your Financial Statements
May 24, 2022
Business owners and investors are understandably concerned about skyrocketing inflation. Over the last year, consumer prices have increased 8.3%, according to the latest data from the U.S. Bureau of Labor Statistics. This was a slightly smaller increase than the 8.5% figure for the period ending in March, which was the highest 12-month increase since December 1981.
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