News

What should you consider when choosing a guardian?

  What’s arguably the most common reason people put off estate planning? It’s naming a guardian for their minor children. No doubt this is a difficult >>

Benefits of a living trust for your estate

  You may think you don’t need to make any estate planning moves because of the generous federal estate tax exemption of $12.92 million for 2023 >>

How to battle back against brandjacking

  As individuals, we’re warned repeatedly about the dangers of online identity theft. Well, as a business owner, you’re in double jeopardy because a hacker might not >>

4 tax challenges you may encounter if you’re retiring soon

  Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s >>

Don’t overlook these two essential estate planning strategies

When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your wishes are carried out >>

Montana Income Tax & Property Tax Rebates – What Individuals Need to Know

Hot off the Montana press – you could get some money back! On March 13, 2023, Montana Governor Greg Gianforte signed into law two new legislative >>

The IRS clarifies what counts as qualified medical expenses

  If you itemize deductions on your tax return, you may wonder: What medical expenses can I include? The IRS recently issued some frequently asked questions >>

Tax news for investors and users of cryptocurrency

  If you’re a crypto investor or user, you may have noticed something new on your tax return this year. And you may soon notice a >>

Did you miss the 2022 tax filing deadline? For most taxpayers, that was April 18, 2023. Taxpayers who are expecting a refund won’t be penalized for >>