Assets with sentimental value require extra planning
When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — your tangible personal property. Examples include jewelry, antiques and photographs.
Do You Need to Bundle Products in QuickBooks? Create Assemblies
If you frequently sell multiple inventory items grouped together, you need to learn about QuickBooks’ assemblies.
You may have to pay tax on Social Security benefits
During your working days, you pay Social Security tax in the form of withholding from your salary or self-employment tax. And when you start receiving Social Security benefits, you may be surprised to learn that some of the payments may be taxed.
Understanding Tax Opportunity Zones Seminar Presentation
Member of the Firm David L. Maaskant, CPA, CVA and Clinton G. Smith, III, CPA from SevenBridge Financial Group presented at the West Shore County Club on Understanding Tax Opportunity Zones. You can check out the full presentation below.
SEK Announces Staff and Supervisor Promotions
FOR IMMEDIATE RELEASE July 9, 2019 SEK Announces Staff and Supervisor Promotions
R&E with Angi: Are You an Innovator?
You are a company who feeds on making new products. You are a company who wants to meet customer needs by customizing a current product that you already offer.
Grading the performance of your company’s retirement plan
Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their golden years? Or is it more of a C student who could really use some extra help after school? Benchmarking can tell you. Mind the basics
4 negative outcomes of jointly owning property with a family member
A common estate planning mistake that people make is to own property jointly with an adult child or other family member. True, adding a loved one to the title of your home, bank account or other property can be a simple technique for leaving property to that person without the need for probate.
SEK Gets Top Honors in CPBJ Reader Rankings Awards
SEK, CPAs & Advisors was recently recognized in Central Penn Business Journal’s third annual Reader Rankings Awards.
A Divorce Necessitates an Estate Plan Review
If you’re divorcing, it’s important to review your estate plan as early as possible, for two reasons: First, you may wish to revise your plan immediately to prevent your spouse from inheriting or gaining control over your assets if you die or become incapacitated before the divorce is final.